Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Gold is a financial advisor who has been in the industry since 2002. Amy has worked for a number of firms, including Fidelity Brokerage Services LLC, LPL Financial LLC, and UVEST Financial Services Group, Inc. Amy is currently registered with Empower Advisory Group, LLC. Amy holds the Series 7, 66, and 31 licenses and is also a Certified Financial Planner and Chartered Financial Consultant. Amy's practice specializes in providing financial advice to individuals, corporations, and charitable organizations. Amy focuses on financial planning, portfolio management, and educational seminars. Amy's client base includes individuals of various income levels, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
WI
02/12/2020 - 09/07/2021
FIDELITY BROKERAGE SERVICES LLC (MIDDLETON WI)
WI
10/11/2011 - 01/23/2020
LPL FINANCIAL LLC (STOUGHTON WI)
WI
07/11/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MIDDLETON WI)
WI
06/15/2005 - 07/01/2011
CRI SECURITIES, LLC (MADISON WI)
WI
06/15/2005 - 07/01/2011
SECURIAN FINANCIAL SERVICES, INC. (MADISON WI)
NY
02/24/2004 - 06/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
KS
05/02/2002 - 02/24/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 12/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Gold is the right advisor for you? Invested Better is here to help.
