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 Fracaro-choate is a financial advisor at Berger Financial Group. Amy has over 20 years of experience in the financial services industry. Amy is licensed to provide investment advice in Vermont and Texas and is also a Registered Representative. Amy is dedicated to helping her clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VT
07/31/2020 - Present
Berger Financial Group (South Burlington VT)
VT
07/31/2020 - 10/21/2022
PURSHE KAPLAN STERLING INVESTMENTS (South Burlington VT)
VT
06/01/2010 - 08/26/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (South Burlington VT)
VT
04/01/2004 - 06/01/2010
FINANCIAL WEST GROUP (BOLTON VALLEY VT)
PA
08/30/2002 - 03/01/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NC
01/19/2001 - 07/19/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
OH
06/02/2000 - 01/03/2001
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
PA
10/16/1996 - 06/14/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
12/22/1992 - 10/01/1996
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
04/13/1992 - 01/05/1993
G. R. PHELPS & CO., INC.
MA
08/15/1990 - 03/19/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
07/12/1989 - 07/11/1990
RESOURCE BROKERAGE CORP.
NA
12/10/1987 - 07/17/1989
N. ROBERT WAGNER & ASSOC., INC.
NA
05/13/1986 - 11/03/1987
METLIFE SECURITIES INC.
NA
05/13/1986 - 10/21/1987
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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