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 Glynn is a Registered Investment Advisor with Foundational Retirement Solutions LLC. Amy has been in the financial services industry since 1992. Amy specializes in retirement planning, college savings, and estate planning. She holds a Series 7, Series 63, and Series 65 licenses. Amy is a Managing Partner at GRP Advisor Alliance and a sales agent for Berkshire Hathaway. Amy has worked for several financial institutions including, Calton & Associates, Inc., Commonwealth Financial Network, Citigroup Global Markets Inc., NYLIFE Distributors LLC, and Prudential Securities Incorporated.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees embedded in frs cits.
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2
MA
10/18/2023 - Present
Foundational Retirement Solutions LLC (Boston MA)
MA
09/10/2019 - 12/31/2021
CANTELLA & CO., INC. (Malden MA)
CA
08/09/2017 - 09/15/2017
GOGAN & WILLIAMS (PETALUMA CA)
FL
09/01/2011 - 10/19/2015
CALTON & ASSOCIATES, INC. (TAMPA FL)
MA
10/20/2008 - 05/27/2010
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
01/31/2008 - 10/21/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NJ
05/01/2003 - 12/05/2006
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
06/10/2002 - 10/23/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
AZ
11/09/2001 - 06/17/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
12/12/1995 - 07/28/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MA
02/05/1994 - 07/07/1995
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
01/31/1992 - 03/01/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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