Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Glace Murray is a financial advisor who has been in the industry since 2015. Amy is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in North Carolina and Texas. Prior to joining Merrill Lynch, Amy has worked with Morgan Stanley and GNA Securities, Inc. Amy holds Series 7, 63, and 66 licenses. Amy holds licenses in all 50 states, the District of Columbia, and Puerto Rico.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
NC
07/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNTERSVILLE NC)
NC
04/08/2022 - 05/10/2022
MORGAN STANLEY (Cornelius NC)
NC
08/29/2020 - 04/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTERSVILLE NC)
NY
05/28/1997 - 06/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
VA
07/06/1992 - 01/22/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
04/24/1991 - 06/05/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/17/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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