Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Massey is a financial advisor at Robert W. Baird & Co. Inc. Amy has been working in the financial industry since 1990 and holds the Series 7, Series 52TO, Series 72, and SIE licenses. Amy has previously worked at TRUIST SECURITIES, INC., NATIONSSECURITIES, NATIONSBANC SECURITIES, INC., NATIONSBANC CAPITAL MARKETS, INC., and SOVRAN INVESTMENT CORPORATION. Amy's primary office is located in Nashville, TN. Amy is a registered representative in Tennessee.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TN
06/21/2021 - Present
Robert W. Baird & Co. Inc. (NASHVILLE TN)
TN
06/04/1993 - 04/22/2021
TRUIST SECURITIES, INC. (NASHVILLE TN)
NA
06/07/1993 - 06/25/1993
NATIONSSECURITIES
MA
04/06/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
01/01/1992 - 04/06/1992
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
NA
08/10/1990 - 01/01/1992
SOVRAN INVESTMENT CORPORATION
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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