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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Blumer is a financial advisor with Edward Jones, a leading financial services firm. Amy has over 23 years of experience in the financial services industry, specializing in providing comprehensive financial planning and investment advice. Amy is dedicated to helping individuals and families reach their financial goals. She is committed to building long-term relationships with her clients, providing personalized advice and guidance. Amy works with clients in a wide range of areas, including retirement planning, college savings, and estate planning. Amy is registered with the state of Indiana, Texas, and several other states. She holds a Series 7, 63, and 66 license, as well as the SIE designation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
See schedule d - miscellaneous
1
2
IN
12/04/2018 - Present
Edward Jones (INDIANAPOLIS IN)
IN
07/06/2005 - 05/23/2011
CHASE INVESTMENT SERVICES CORP. (WESTFIELD IN)
IL
07/26/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
09/05/2003 - 06/09/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
05/10/2000 - 08/25/2003
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
TX
02/09/1999 - 05/01/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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