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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 Dowling is a financial advisor with Commonwealth Financial Network. Amy has been working in the financial industry since 1999 and has extensive experience in providing financial planning and investment management services to individuals, families, and businesses. Amy is a Certified Financial Planner™ professional and holds the Series 6, 7, 63 and 65 licenses. Amy is currently registered with Commonwealth Financial Network in the state of Michigan. Prior to joining Commonwealth Financial Network, Amy worked for Advance Capital Services, Inc., The Huntington Investment Company, and MML Investors Services, Inc. Amy is committed to providing her clients with personalized financial advice and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
10/21/2013 - Present
Commonwealth Financial Network (Grand Rapids MI)
MI
08/11/2005 - 10/18/2013
ADVANCE CAPITAL SERVICES, INC. (GRAND RAPIDS MI)
OH
08/07/2000 - 08/18/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MA
10/14/1999 - 07/19/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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