Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy McGinnis is an investment advisor representative registered with Capital CS Group, LLC. Amy has been in the industry since 2005. Amy has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. Previously, Amy worked at UBS Financial Services Inc., Morgan Stanley, and Wachovia Securities, LLC. Amy McGinnis provides financial planning, portfolio management, and pension consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring
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
CA
01/26/2022 - Present
Capital CS Group, LLC (IRVINE CA)
CA
02/20/2014 - 08/23/2019
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
06/01/2009 - 03/10/2014
MORGAN STANLEY (IRVINE CA)
CA
12/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
09/29/2006 - 12/18/2008
WACHOVIA SECURITIES, LLC (MISSION VIEJO CA)
CA
02/08/2005 - 10/09/2006
CITIGROUP GLOBAL MARKETS INC. (LAGUNA NIGUEL CA)
IA
Issued 01/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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