Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Elizabeth Fink is a financial advisor registered with LPL Financial LLC. Amy has been in the financial industry since 2001. Amy has her Series 7, Series 63, Series 65, and Series 53 licenses. Amy has previously worked for Morgan Stanley and Citigroup Global Markets Inc. She is currently registered in 25 states and has over 20 years of experience. Amy specializes in providing financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors for businesses and individuals. Amy also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
01/11/2018 - Present
LPL Financial LLC (TUKWILA WA)
WA
06/01/2009 - 11/14/2017
MORGAN STANLEY (BELLEVUE WA)
WA
10/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
MO
04/11/2002 - 10/17/2002
EDWARD JONES (ST. LOUIS MO)
PA
02/23/1999 - 08/13/2001
FISERV SECURITIES, INC. (PHILADELPHIA PA)
IA
Issued 11/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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