Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Abrahamson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Corning, NY. Amy has been in the financial industry since 2001. Amy has a broad range of experience, having worked with several well-known financial institutions in the past. Amy is registered with both FINRA and the state of New York. Amy is committed to providing her clients with comprehensive financial advice and guidance. She specializes in working with individuals, businesses, pension plans, charitable organizations, and insurance companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
03/18/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORNING NY)
NY
04/06/2017 - 02/07/2019
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSVILLE NY)
NY
10/07/2010 - 03/30/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
MD
06/01/2009 - 10/05/2010
MORGAN STANLEY SMITH BARNEY (LUTHERVILLE MD)
MD
08/23/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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