Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Ross is a financial professional with over 20 years of experience in the industry. Amy is currently registered with Morgan Stanley & Co. LLC. Amy has a strong track record in the financial services industry and has held previous positions at firms such as Citigroup Global Markets Inc. and The Dreyfus Service Corporation. Amy holds several professional licenses, including Series 7, 6, 63, 24, 99, and SIE.
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.
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.
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2
NY
12/17/2018 - Present
Morgan Stanley & Co. LLC (New York NY)
NY
09/25/2000 - 11/30/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/07/1999 - 02/03/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2018
Series 99 - Operations Professional Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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