Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Burton is an investment advisor representative at Raymond James Financial Services Advisors, Inc. She is licensed to provide financial advice in several states, including Indiana and Texas. Amy Burton has been in the financial services industry since 1993, and has experience working with various clients, including individuals, corporations, and retirement plans. Amy Burton is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
01/24/2023 - Present
Raymond James Financial Services Advisors, Inc. (FORT WAYNE IN)
IN
09/30/2008 - 10/16/2014
RAYMOND JAMES & ASSOCIATES, INC. (FORT WAYNE IN)
IN
05/11/2001 - 10/10/2008
ROBERT W. BAIRD & CO. INCORPORATED (FT WAYNE IN)
OH
01/04/1999 - 05/30/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
05/26/1998 - 05/30/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
07/27/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
GA
09/15/1995 - 06/08/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
12/20/1993 - 09/20/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/20/1993 - 09/20/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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