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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Burgraff is a financial advisor registered with Morgan Stanley. She has been working in the industry since 2011 and has experience with a variety of firms including PNC Investments and United Brokerage Services, Inc. Amy holds the Series 7 and Series 66 licenses. She is registered in multiple states, including Ohio, Kentucky, and Texas, and is active in both the broker-dealer and investment advisor communities. Amy provides a variety of financial services, including portfolio management for individuals, businesses, and investment companies, financial planning, pension consulting, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
03/26/2020 - Present
Morgan Stanley (Cincinnati OH)
OH
09/23/2015 - 05/09/2016
PNC INVESTMENTS (CINCINNATI OH)
WV
07/01/2013 - 07/15/2015
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
KY
09/10/2010 - 05/02/2013
PNC INVESTMENTS (ASHLAND KY)
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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