Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Johnson is a registered representative with Truist Advisory Services, Inc., a firm based in Atlanta, GA. Amy has been in the financial services industry since 2004, working with both individuals and businesses. Amy has a variety of experience, having worked with firms like Pruco Securities LLC, Waddell & Reed and J.P. Morgan Securities LLC. Amy's areas of specialization include retirement planning, investment management, and financial planning. She is committed to providing clients with personalized, comprehensive financial advice that meets their unique needs.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
01/24/2019 - Present
Truist Advisory Services, Inc. (CUMMING GA)
GA
04/18/2017 - 01/09/2019
PRUCO SECURITIES, LLC. (ATLANTA GA)
GA
09/15/2014 - 09/15/2016
WADDELL & REED (ATLANTA GA)
GA
10/01/2012 - 06/23/2014
J.P. MORGAN SECURITIES LLC (ALPHARETTA GA)
FL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TAMPA FL)
IL
08/20/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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