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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jamieson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in San Diego, California. Amy has been in the industry since July 2007 and has experience in various financial services. Amy holds Series 6, 7, 63, and 66 licenses and is registered in over 40 states. She has been with Merrill Lynch for over 13 years. Prior to joining Merrill Lynch, Amy worked for Morgan Stanley Smith Barney and State Farm VP Management Corp. Amy is a highly experienced financial advisor and provides investment advisory services to individual and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/10/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
06/29/2009 - 11/11/2009
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
07/24/2008 - 09/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
IL
10/04/2006 - 06/30/2008
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 03/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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