Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Arnold Perryman is an investment advisor representative with Concorde Asset Management, LLC, in Ann Arbor, MI. Amy has been in the industry since 2003 and is currently registered in Alabama and Michigan. Amy has passed the Series 66, 7, 24, SIE, and 99TO exams. Amy has held previous positions with Triloma Securities, LLC, BBVA Securities Inc., American Alternative Capital, LLC, and ProEquities, Inc. Concorde Asset Management, LLC is an investment advisory firm that offers a range of services, including financial planning, portfolio management for individuals and businesses, and 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.
Guidance on pension options to ensure a secure financial future.
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.
Promoter fees from other advisors
1
2
MI
01/05/2021 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
MI
07/12/2022 - 02/07/2024
AMERICAN ALTERNATIVE CAPITAL, LLC (ANN ARBOR MI)
AL
09/04/2020 - 12/03/2020
BBVA SECURITIES INC. (BIRMINGHAM AL)
FL
08/24/2016 - 08/05/2019
TRILOMA SECURITIES, LLC (WINTER PARK FL)
AL
06/26/2006 - 07/22/2016
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
11/13/2001 - 06/20/2006
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 09/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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