Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Estrada is a financial professional with over 18 years of experience in the industry. Amy is a registered representative with Park Avenue Securities LLC and has been with the firm since January 2012. Prior to joining Park Avenue Securities LLC, Amy worked at MML Investors Services, LLC in Springfield, MA from July 2004 to January 2011. Amy holds several industry licenses including Series 6, 7, 24, 26, 63, 99TO, and SIE. Amy specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. Amy's clients consist of individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
01/05/2012 - Present
Park Avenue Securities LLC (NEW YORK NY)
MA
07/19/2004 - 01/06/2011
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BC
Issued 10/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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