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 Robinson is a registered representative with Wells Fargo Clearing Services, LLC, a firm with approximately $10 billion - $50 billion in assets under management. Amy is registered with the state of Texas, as well as other states. Amy has been in the industry since November 2013. Amy specializes in portfolio management for businesses, portfolio management for individuals, selection of other advisers, financial planning, pension consulting and investment consulting services to institutional clients. Amy is also registered as an investment advisor representative with Wells Fargo Advisors, LLC. Amy is a licensed agent with Wells Fargo Advisors, LLC and is licensed to sell securities through Wells Fargo Clearing Services, LLC. Amy has a bachelor's degree from Texas A&M University.
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.
Investment consulting services to institutional clients
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.
1
2
TX
02/10/2014 - Present
Wells Fargo Clearing Services, LLC (TEXARKANA TX)
BOTH
Issued 02/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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