Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Gillen is a financial advisor who has been in the industry since 2003. Amy is currently registered with Valmark Securities, Inc., a firm headquartered in Asheville, NC. Amy specializes in providing investment advice for a variety of clients. She is licensed to sell securities in North Carolina.
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.
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.
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2
NC
10/21/2020 - Present
Valmark Securities, Inc. (ASHEVILLE NC)
NC
12/03/2003 - 11/05/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
BC
Issued 02/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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