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 registered with Steward Partners Investment Advisory, LLC. Amy Sachs is also registered in Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah and Virginia. Amy Sachs has been in the financial services industry since 1984. Amy Sachs has been with Steward Partners Investment Advisory, LLC since 2016.
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.
1
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 12/4/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/6/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/25/1984
Series 3 - National Commodity Futures Examination
BC
Issued 5/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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