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Amy Elizabeth Bacevicius

Loomis Sayles Distributors, LP

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About Amy Elizabeth Bacevicius

Amy Bacevicius is a financial professional with over 16 years of experience in the industry. Currently, Amy is registered with Loomis Sayles Distributors, LP and is based in Boston, Massachusetts. Previously, Amy worked for several firms including Columbia Management Investment Distributors, Inc., MFS Fund Distributors, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and VeraVest Investments, Inc.

Firm Information

Amy Bacevicius is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Amy Bacevicius’s Registration & Firm History

MA

06/22/2016 - Present

Loomis Sayles Distributors, LP (BOSTON MA)

MA

03/21/2015 - 06/01/2016

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

09/28/2004 - 03/29/2010

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

IN

03/29/2004 - 09/22/2004

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

03/29/2004 - 09/22/2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MA

02/27/2001 - 11/21/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 07/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Elizabeth Bacevicius.
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