Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Totonchi is a financial advisor with over 20 years of experience in the industry. Amy is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Bloomfield Hills, MI. Amy has worked for several firms over the years, including Transamerica Investors Securities Corporation, Funds Distributor, Inc., Prudential Securities Incorporated, and Olde Discount Corporation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MI
05/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
02/12/2002 - 01/06/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (PONTIAC MI)
ME
04/07/2000 - 11/08/2001
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
NY
07/31/1996 - 03/20/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
11/10/1995 - 07/09/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 06/08/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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