Unclaimed
Amy Lynn Blevins is a financial advisor with LPL Financial LLC, located in Mullica Hill, New Jersey. Amy Lynn Blevins has been a financial advisor for over 23 years and has a wide range of experience in the financial services industry. Amy Lynn Blevins has been registered with FINRA since June 2006 and is currently registered with the state of New Jersey. Amy Lynn Blevins has passed the Series 7, Series 24, Series 31, and Series 66 exams. Amy Lynn Blevins specializes in providing financial planning, portfolio management, and other advisory 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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
06/02/2006 - Present
LPL Financial LLC (MULLICA HILL NJ)
NY
04/03/2000 - 06/06/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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