Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy D. Pender is a registered Investment Advisor Representative. Amy is a CFP® professional and has been in the financial industry since January 2011. Amy has been working with Natural Investments since January 2017. Amy has experience in the investment industry serving individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and other clients. Amy also provides educational seminars for 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Financl plng fees either on a project, hourly or retainer basis
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NY
04/26/2021 - Present
Natural Investments (HOPEWELL JUNCTION NY)
NY
01/14/2011 - 07/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (POUGHKEEPSIE NY)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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