Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Esplin White is an Investment Advisor Representative registered with Acrylic Financial, Inc. Amy is a Series 65 licensed professional that has been in the financial industry since 2010. Amy has worked in the Human Resources department of Provider Health Solutions since 2010. In addition to her work with Provider Health Solutions, Amy works 10-15 hours a week for Acrylic Financial, Inc. Amy's areas of expertise include Financial Planning, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals. Amy is committed to helping clients 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.
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.
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AZ
06/09/2022 - Present
Acrylic Financial, Inc. (FOUNTAIN HILLS AZ)
IA
Issued 05/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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