Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Palatnick is a registered representative with Wells Fargo Clearing Services, LLC and has been in the financial services industry since 1999. Amy has a strong track record of providing investment advice and guidance to clients, helping them achieve their financial goals. She is a highly experienced professional with a broad range of expertise, including securities, investments, and financial planning. Amy holds the Series 7, Series 63, and Series 99TO licenses. In the past, Amy has also worked with FIRST CLEARING CORPORATION and BRANCH, CABELL & CO., INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
MO
08/16/2001 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/17/1999 - 08/16/2001
FIRST CLEARING CORPORATION (ST. LOUIS MO)
VA
01/26/1999 - 11/24/1999
BRANCH, CABELL & CO., INC. (RICHMOND VA)
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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