Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Portilla is a financial advisor registered with Equitable Advisors, LLC. Amy has been in the financial services industry since 2002. Amy is also registered as an Investment Advisor Representative in New Jersey and New York. Amy has passed Series 6, 7, 24, 63, and 66 exams. Amy has experience in the following areas: financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Amy has held previous positions with NYLIFE Securities Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/18/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
NJ
04/05/2005 - 06/29/2006
NYLIFE SECURITIES INC. (EDISON NJ)
MA
06/13/2002 - 03/24/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/13/2002 - 03/24/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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