Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Minnier is a financial advisor with over 18 years of experience in the industry. Amy has been registered with UBS Financial Services Inc. since February 2007. Amy has also been registered with McDonald Investments Inc. in the past. Amy holds several licenses including Series 3, 7, 9, 10, 66, and SIE. Amy specializes in providing financial advice to individuals, businesses, and institutions. Amy works with clients in a variety of states including California, Ohio, Pennsylvania, and several others. Amy's primary office is located in Weehawken, New Jersey.
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.
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.
See schedule d - miscellaneous
1
2
NJ
01/05/2018 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
OH
01/01/2005 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 09/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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