Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jo Shope is an investment advisor representative and registered principal at Strategic Blueprint, LLC. Amy has been in the financial services industry since July 1997. Prior to joining Strategic Blueprint, LLC, Amy was with Berthel, Fisher & Company Financial Services, Inc. in Canfield, OH. Amy holds the Series 6, 7, and 66 securities licenses and the SIE exam.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
Family office fees, endorsements
1
2
OH
09/23/2019 - Present
Strategic Blueprint, LLC (CANFIELD OH)
OH
01/13/2017 - 09/13/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Canfield OH)
OH
08/17/2010 - 01/13/2017
THE HUNTINGTON INVESTMENT COMPANY (ALLIANCE OH)
OH
03/27/2007 - 08/13/2010
CCO INVESTMENT SERVICES CORP. (GIRARD OH)
OH
07/06/2005 - 03/20/2007
CHASE INVESTMENT SERVICES CORP. (BOARDMAN OH)
IL
07/17/1997 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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