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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 Meredith-green is a registered investment advisor representative with Morgan Stanley. Amy has been in the securities industry since 2006 and has held previous roles with CITIGROUP GLOBAL MARKETS INC. Amy has passed the Series 66, Series 31, Series 7 and SIE exams. Amy is registered in 28 states. Amy specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Asset Allocation Advice, Financial Planning, Pension Consulting and Educational Seminars. Morgan Stanley is a financial services company that provides a wide range of investment products and services to individual and institutional clients. The firm's services include investment management, wealth management, investment banking, and securities trading. The firm is headquartered in New York City and has offices around the world.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
03/29/2011 - Present
Morgan Stanley (Centerville OH)
OH
03/28/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CENTERVILLE OH)
BOTH
Issued 10/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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