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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 Irvine is a financial advisor with Ameriprise Financial Services, LLC, based in Temecula, California. Amy has been in the financial services industry since 2003. Previously, Amy was employed with WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EDWARD JONES, ATLAS SECURITIES, INC. and UBS FINANCIAL SERVICES INC. Amy is registered to provide investment advice in 29 states and holds the Series 7 and Series 66 licenses. Amy specializes in working with clients who are looking for asset allocation services, financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Asset allocation services
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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CA
07/31/2018 - Present
Ameriprise Financial Services, LLC (Temecula CA)
CA
12/11/2014 - 07/25/2018
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
CA
10/06/2008 - 12/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TEMECULA CA)
CA
10/04/2005 - 11/06/2006
EDWARD JONES (MURRIETA CA)
CA
04/04/2005 - 08/09/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NJ
04/03/2001 - 04/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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