Unclaimed
Amy Elizabeth Dinges is a Registered Representative and Investment Advisor Representative with Missionsquare Retirement. Amy has been in the industry since 2019. Amy works with individual clients, high-net-worth individuals, and insurance companies. She provides portfolio management services, and has passed the Series 7, Series 66, and SIE exams. Amy's firm, Missionsquare Retirement, is based in Washington, DC.
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.
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.
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2
DC
11/29/2024 - Present
Missionsquare Retirement (WASHINGTON DC)
BOTH
Issued 06/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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