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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Louise Simonson is a registered investment advisor representative with Verity Asset Management. Amy has been in the industry since 1993 and holds a variety of licenses and certifications, including Series 6, Series 22, Series 26, Series 28, Series 39, Series 52, Series 53, Series 63, Series 65, and Series 99TO. Amy has experience working with a variety of clients, including individuals, businesses, investment companies, and pension plans. Amy provides a range of advisory services, including financial planning, portfolio management, and educational seminars.
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.
Administrative services for advisors
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.
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2
NC
07/29/2011 - Present
Verity Asset Management (DURHAM NC)
GA
03/08/1993 - 08/26/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2003
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 11/29/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/06/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/21/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2003
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/2000
Series 52 - Municipal Securities Representative Examination
BC
Issued 03/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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