Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Blodgett is a financial advisor who has been working in the industry since April 1992. She is currently registered as a Registered Representative with Ameritas Advisory Services, LLC. Prior to her current role, Amy held various positions with several other financial institutions, including Carillon Investments, Inc., Emmett A Larkin Company, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Amy has a diverse range of experience and holds several licenses, including Series 6, 7, and 63, as well as the SIE exam and the Uniform Investment Adviser Law Examination. Amy is also a Certified Financial Planner. Amy's expertise includes providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (San Francisco CA)
CA
07/13/1999 - 06/30/2006
CARILLON INVESTMENTS, INC. (SAN FRANCISCO CA)
CA
07/25/1997 - 07/14/1999
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
MA
06/26/1997 - 05/19/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/26/1997 - 05/19/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
06/15/1995 - 07/23/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MA
05/01/1992 - 06/16/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 05/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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