Unclaimed
Amy MacKin is a financial advisor with Empower Advisory Group, LLC based in GREENWOOD VILLAGE, CO. Amy has over 10 years of experience in the financial services industry. Amy is licensed to provide investment advice in Colorado, New Jersey, New York and Pennsylvania. Amy holds Series 6, 63, 65 and SIE licenses. Amy specializes in financial planning, portfolio management for individuals and educational seminars.
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.
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2
CO
10/18/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
02/22/2021 - 10/12/2021
TRIAD ADVISORS LLC (Red Bank NJ)
NJ
05/19/2017 - 02/23/2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Red Bank NJ)
CO
06/06/2016 - 04/08/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
PA
09/20/2012 - 02/02/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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