Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Gordon is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amy has been in the industry since 2000 and has extensive experience in providing investment advice to individuals and businesses. Amy holds the Series 7, 63, and 66 licenses, and is a registered representative in multiple states. Amy is also a notary public. Amy is committed to providing her clients with personalized financial guidance and is dedicated to helping them 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.
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
MA
08/18/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BURLINGTON MA)
MA
09/09/2021 - 05/09/2022
CITIZENS SECURITIES, INC. (LEXINGTON MA)
MA
06/21/2000 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)
BOTH
Issued 12/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
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
Not sure Amy Gordon is the right advisor for you? Invested Better is here to help.
