Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Burgess is a financial advisor with Ameriprise Financial Services, LLC. Amy has been in the financial services industry since 2012. Amy holds a Series 66 and Series 7 licenses as well as the SIE. Amy is registered to offer investment advisory services in Arizona, California, and Florida. Amy has experience with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Ameriprise Financial Services, LLC is a large financial advisory firm with offices across the United States. The firm provides a variety of financial services, including financial planning, portfolio management, and insurance. Amy is committed to providing her clients with the personalized financial advice they need to reach their financial goals.
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.
1
2
FL
01/14/2013 - Present
Ameriprise Financial Services, LLC (MIAMI FL)
BOTH
Issued 10/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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