Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Johnston is a financial advisor who has been in the industry since November 2005. Amy is currently registered with Morgan Stanley and has been with them since February 2013. Amy previously worked at LORD ABBETT DISTRIBUTOR LLC in Jersey City, New Jersey. Amy is licensed to provide financial advice in 36 states and is a registered representative of Morgan Stanley. Amy provides financial planning, portfolio management, and other services to a variety of clients, including individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
04/23/2020 - Present
Morgan Stanley (CHAPEL HILL NC)
NJ
08/24/2005 - 01/17/2013
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 09/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Amy Johnston is the right advisor for you? Invested Better is here to help.
