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 Robey is a financial professional with over 20 years of experience in the industry. She has held various roles with firms like Citigroup Global Markets Inc. and Charles Schwab & Co., Inc. Amy is currently registered with J.P. Morgan Securities LLC. Amy has passed the Series 63, Series 10, Series 9, Series 6TO, SIE, and Series 7 exams. She is registered in Oregon and specializes in providing financial advice to individuals and businesses.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OR
01/19/2022 - Present
J.p. Morgan Securities LLC (SPRINGFIELD OR)
NY
03/06/2001 - 12/04/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
07/31/2000 - 01/22/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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