Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Barchini is a registered representative with Raymond James Financial Services, Inc. Amy is currently based in Scottsdale, Arizona. She is also registered as an investment advisor representative in Arizona. Amy has been active in the financial services industry since 2014 and has obtained her Series 7TO, Series 66, and SIE licenses. She specializes in providing financial planning services to individuals, families, and businesses. In addition to working at Raymond James, Amy is a musician and an Uber rideshare driver.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
03/04/2024 - Present
Raymond James Financial Services, Inc. (Scottsdale AZ)
BOTH
Issued 06/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Amy Barchini is the right advisor for you? Invested Better is here to help.
