Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Michelle Lawler is a financial advisor in Houston, TX and has been in the industry since January 2016. Amy Michelle Lawler is a Certified Financial Planner® professional. Amy Michelle Lawler is currently registered with Americana Partners, LLC, where she has been since February 2023. Previously, Amy Michelle Lawler was associated with Morgan Stanley for 7 years. Amy Michelle Lawler has passed the Series 66, Series 7 and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/24/2023 - Present
Americana Partners, LLC (HOUSTON TX)
TX
01/26/2016 - 02/28/2023
MORGAN STANLEY (Midland TX)
BOTH
Issued 02/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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