Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy L. Farber is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Amy has been in the industry since 2013 and is registered with FINRA and in 23 states. Amy has a strong track record of providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Amy is dedicated to helping her clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
09/21/2020 - Present
Fidelity Personal AND Workplace Advisors (ORLAND PARK IL)
IL
08/02/2016 - 04/24/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
06/16/2015 - 07/14/2016
CHARLES SCHWAB & CO., INC. (NORTHBROOK IL)
IL
12/20/2012 - 04/20/2015
OPTIONSXPRESS, INC. (CHICAGO IL)
BOTH
Issued 07/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 07/01/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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