Unclaimed
Amy Fisher is a registered representative of Touchstone Securities, Inc. with over 30 years of experience in the securities industry. Amy is also a Registered Investment Advisor representative of Touchstone Advisors Inc. Amy is dedicated to providing comprehensive financial advice and portfolio management services to her clients. Amy has a proven track record of success in 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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/27/2020 - Present
Touchstone Advisors Inc. (Sarasota FL)
NY
07/17/2007 - 05/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT KISCO NY)
CT
10/22/2004 - 01/08/2007
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
08/08/2000 - 07/24/2001
LEVCO SECURITIES, INC. (NEW YORK NY)
AZ
11/16/1993 - 04/04/2000
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
11/17/1988 - 08/26/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
04/12/1982 - 11/26/1988
SHEARSON LEHMAN HUTTON INC.
NA
10/22/1980 - 04/26/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
IA
Issued 06/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/26/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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