Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Melissa Brown is a financial advisor with Summit Global Investments, LLC. Amy has been in the financial services industry since 2016 and is registered with the state of Utah and Idaho. Amy also has a Series 6, 63, and 65 license. Amy specializes in working with individuals, families, and businesses. Amy offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Amy has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. Amy is committed to providing her clients with personalized financial advice and guidance to help 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
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
UT
08/25/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
NC
09/15/2023 - 11/15/2023
VERITY INVESTMENTS, INC. (DURHAM NC)
UT
02/22/2016 - 08/22/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (CLEARFIELD UT)
IA
Issued 09/26/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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