linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amy Gussin

Weild & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amy? Claim Your Profile

About Amy Gussin

Amy Gussin is a financial professional with over 15 years of experience in the industry. She has a strong background in securities and investments, having worked at several leading financial firms including Credit Suisse Securities (USA) LLC, UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Amy is a registered representative with Weild & Co., a firm specializing in investment services. Amy is also a Series 7 and 66 licensed professional, as well as a Series 82TO and SIE licensed professional. Amy is dedicated to providing personalized investment guidance to help her clients achieve their financial goals.

Firm Information

Amy Gussin is currently registered with Weild & Co.. Weild & Co. is a Limited Liability Company formed on October 22, 2007. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, with one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amy Gussin’s Registration & Firm History

CO

02/05/2020 - Present

Weild & Co. (BOULDER CO)

CA

10/13/2016 - 02/28/2018

BROOKLANDS CAPITAL STRATEGIES BD, LP (San Francisco CA)

CA

05/02/2014 - 10/13/2016

TPG CAPITAL BD, LLC (SAN FRANCISCO CA)

CA

05/18/2005 - 04/21/2014

CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)

NJ

02/15/2005 - 05/27/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

12/17/2004 - 02/10/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Amy Gussin is right for you?

Licenses & Designations

BOTH

Issued 03/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/17/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 02/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Gussin.
Not sure if Amy Gussin is right for you?