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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 Green is a financial advisor who has been working in the industry since 2001. Amy has experience working with a variety of clients, including individuals, corporations, and investment companies. Amy is currently registered with CIBC Private Wealth Advisors, Inc. Amy has a Series 7, 31, and 63 licenses and has passed the SIE exam. Amy also holds a Series 65 license.
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.
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.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
11/11/2021 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
IL
03/29/2011 - 10/15/2015
LPL FINANCIAL LLC (CHICAGO IL)
IL
06/01/2009 - 12/17/2010
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
04/25/2002 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
TX
05/24/2001 - 04/09/2002
ANDERSEN CORPORATE FINANCE LLC (HOUSTON TX)
IA
Issued 07/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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