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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 Adelman is a financial advisor with over 20 years of experience. Amy has a broad background, having worked with firms such as Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and Raymond James Financial Services, Inc. Amy currently works with Raymond James Financial Services Advisors, Inc., and has offices in North Canton, Ohio. Amy has a wide range of experience and specialties, and specializes in financial planning and portfolio management for businesses and individuals. Amy is also an expert in retirement 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
09/20/2019 - Present
Raymond James Financial Services Advisors, Inc. (NORTH CANTON OH)
OH
05/16/2007 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (NORTH CANTON OH)
OH
01/01/2002 - 05/18/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AKRON OH)
WI
07/30/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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