Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Hamasaki is a financial advisor with Equita Financial Network, Inc. Amy has been in the industry since 1998 and has extensive experience in the field. Amy is also a Certified Financial Planner and provides financial planning and portfolio management services to individuals and families. She is committed to helping her clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
05/21/2024 - Present
Equita Financial Network, Inc. (FORT WASHINGTON PA)
TX
09/03/1999 - 11/01/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
11/10/1998 - 06/22/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/30/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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