Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lynn Gilbert is a financial advisor at UBS Financial Services Inc. located in HENDERSON, NV. Amy has been in the financial services industry since May 2013. Amy is registered with FINRA and is a Series 7 and SIE licensed professional. She is also registered with UBS Financial Services Inc., AMERIPRISE FINANCIAL SERVICES, INC. Prior to joining UBS Financial Services Inc., Amy worked at AMERIPRISE FINANCIAL SERVICES, INC. and UBS Financial Services Inc. Amy specializes in investments, retirement planning, insurance, and estate planning.
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.
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.
See schedule d - miscellaneous
1
2
NV
02/08/2019 - Present
UBS Financial Services Inc. (HENDERSON NV)
NV
09/07/2018 - 02/13/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Henderson NV)
NV
05/23/2013 - 08/28/2018
UBS FINANCIAL SERVICES INC. (HENDERSON NV)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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