Unclaimed
Amy Emery is a financial professional with over 20 years of experience in the industry. Amy currently works at Fidelity Brokerage Services LLC and holds a Series 63, Series 7 and SIE license. Amy has been registered with the state of Texas since 9/13/2021 and has been approved to operate in 52 other states as well. In addition to her current role, Amy also worked at National Financial Services LLC in the past.
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.
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.
1
2
TX
08/16/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
12/20/2001 - 06/16/2021
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
RI
01/24/2001 - 12/20/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 09/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Amy Emery is the right advisor for you? Invested Better is here to help.