Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Sachs is a financial advisor with over 35 years of experience in the industry. Amy is currently registered with Steward Partners Investment Advisory, LLC in Maryland and Texas. Prior to joining Steward Partners Investment Advisory, LLC, Amy was a registered representative with Raymond James Financial Services, Inc., Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Lehman Brothers Inc. Amy specializes in providing financial advice and planning services to high-net-worth individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
MD
12/21/2022 - Present
Steward Partners Investment Advisory, LLC (BETHESDA MD)
MD
02/17/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
06/01/2009 - 03/04/2016
MORGAN STANLEY (BETHESDA MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MD
07/24/1995 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/31/1993 - 07/13/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/22/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/04/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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