Unclaimed
Amy Adams has been in the financial services industry for over 10 years. Amy is currently a registered representative with Cetera Advisor Networks LLC in Boca Raton, Florida. Amy has passed the Series 99 and SIE exams. Prior to Cetera Advisor Networks LLC, Amy was employed by SUMMIT BROKERAGE SERVICES, INC. and VSR FINANCIAL SERVICES, INC. in Boca Raton, Florida.
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.
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.
1
2
FL
05/17/2016 - Present
Cetera Advisor Networks LLC (BOCA RATON FL)
FL
04/03/2013 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
07/14/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (Boca Raton FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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