Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Townsend-vanderpool is a financial advisor with over 20 years of experience in the financial services industry. Amy is currently registered with LPL Financial LLC in Clio, Michigan and Fort Mill, South Carolina. Amy is licensed to provide investment advice in Michigan and South Carolina. Prior to joining LPL Financial LLC, Amy worked for CETERA ADVISOR NETWORKS LLC, THE HUNTINGTON INVESTMENT COMPANY and PNC INVESTMENTS.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
04/21/2022 - Present
LPL Financial LLC (CLIO MI)
MI
03/01/2019 - 04/05/2022
CETERA ADVISOR NETWORKS LLC (CLIO MI)
MI
02/01/2017 - 02/26/2019
THE HUNTINGTON INVESTMENT COMPANY (CLIO MI)
MI
03/29/2011 - 02/01/2017
LPL FINANCIAL LLC (MT. MORRIS MI)
MI
08/23/2010 - 03/25/2011
PNC INVESTMENTS (FLUSHING MI)
MI
07/06/2005 - 08/03/2010
CHASE INVESTMENT SERVICES CORP. (CLIO MI)
IL
03/05/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Townsend-vanderpool is the right advisor for you? Invested Better is here to help.
