Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Morse is a securities professional with over two decades of experience in the financial services industry. Amy is currently registered with Wellington Funds Distributors Inc., where she has been active since November 2012. Previously, Amy held positions with Wellington Sales Corp., Invesco Services, Inc., and Invesco Distributors, Inc..
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.
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.
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2
MA
11/05/2012 - Present
Wellington Funds Distributors Inc. (BOSTON MA)
MA
06/29/1999 - 10/21/2002
WELLINGTON SALES CORP. (BOSTON MA)
GA
07/14/1998 - 05/25/1999
INVESCO SERVICES, INC. (ATLANTA GA)
TX
12/17/1997 - 12/31/1997
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 11/20/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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