Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Conley is an Investment Advisor Representative with The Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC, with offices in Atlanta, GA and Greensboro, NC. Amy has been in the industry since 1995 and is registered in several states including Florida, Georgia, North Carolina, Texas and Puerto Rico. Amy offers a variety of financial planning and investment services, including portfolio management for individuals and businesses, educational seminars, and the selection of other advisors.
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.
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.
1
2
GA
05/04/2016 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
NC
02/02/2010 - 05/10/2016
FIRST ALLIED SECURITIES, INC. (GREENSBORO NC)
NC
05/26/2004 - 02/16/2010
LPL FINANCIAL CORPORATION (GREENSBORO NC)
CT
12/23/1998 - 06/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
GA
03/19/1997 - 11/16/1998
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
09/23/1991 - 09/25/1993
UNIVERSITY EQUITIES CORPORATION
IA
Issued 11/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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