Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Corbitt is a financial advisor with over 23 years of experience in the industry. Amy has held positions at several well-known firms, including Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Inc. Amy currently holds licenses in Georgia, South Carolina, and Texas. Amy has extensive experience providing advisory services for a wide range of clients, including individuals, businesses, and institutions. Amy is also a registered representative with FINRA. Amy is dedicated to providing clients with personalized financial advice and guidance.
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
GA
05/16/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUGUSTA GA)
GA
06/01/2009 - 06/02/2014
MORGAN STANLEY (AUGUSTA GA)
GA
09/20/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUGUSTA GA)
GA
11/18/2005 - 09/18/2006
MORGAN KEEGAN & COMPANY, INC. (AUGUSTA GA)
NJ
08/14/2000 - 11/29/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/10/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 11/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
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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