Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Santarelli is a financial advisor with Commonwealth Financial Network. Amy has been in the financial industry since 1998 and has a wealth of experience working with individual clients, small businesses, and organizations. Amy specializes in financial planning, investment management, retirement planning, and insurance. She is committed to providing her clients with personalized advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
MA
08/24/2018 - Present
Commonwealth Financial Network (EAST LONGMEADOW MA)
MA
07/24/2014 - 09/04/2018
UBS FINANCIAL SERVICES INC. (SPRINGFIELD MA)
MA
11/01/2010 - 07/24/2014
ST. GERMAIN SECURITIES, INC. (SPRINGFIELD MA)
MA
09/27/2007 - 10/25/2010
ST. GERMAIN SECURITIES, INC. (SPRINGFIELD MA)
MA
01/26/2006 - 05/04/2006
DAVINCI CAPITAL MANAGEMENT INC. (CAMBRIDGE MA)
MA
10/24/2002 - 10/23/2003
DAVINCI CAPITAL MANAGEMENT INC. (CAMBRIDGE MA)
MA
10/08/1992 - 11/16/2000
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Santarelli is the right advisor for you? Invested Better is here to help.
