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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 MacIsaac is a registered representative with Transcend Capital Advisors, LLC and a dual registered investment advisor representative. Amy MacIsaac has served as an investment advisor representative for Transcend Capital Advisors, LLC and a registered representative with Purshe Kaplan Sterling Investments, Inc since May 2019. Amy MacIsaac has a combined 22 years of experience in the securities industry. Prior to joining Transcend Capital Advisors, LLC, Amy MacIsaac was with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Short Hills, New Jersey. Amy MacIsaac is licensed in the state of New Jersey and is Series 7, Series 63, and Series 66 licensed.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
06/03/2019 - Present
Transcend Capital Advisors, LLC (SHORT HILLS NJ)
NJ
06/23/1999 - 05/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
MD
10/01/1998 - 01/01/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NY
06/26/1998 - 09/08/1998
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
07/08/1996 - 04/30/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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