Unclaimed
Amy E. Taylor is a registered representative with J.p. Morgan Securities LLC, a firm that has more than $50 billion in assets under management. Amy has been working in the securities industry since 2011 and is licensed in Florida. Amy has a broad range of experience in the industry, including investment company products and variable contracts, securities industry essentials, and general securities. Amy holds Series 63, SIE, and Series 7 licenses.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
01/31/2023 - Present
J.p. Morgan Securities LLC (JACKSONVILLE FL)
FL
08/15/2011 - 03/21/2019
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 08/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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