Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lampert is a financial advisor with over 40 years of experience in the financial services industry. Amy is currently registered with Park Avenue Securities LLC and The Lampert Advisory Group. Amy has a wide range of experience and holds several licenses and registrations, including Series 7, 24, 63, and 65. Amy offers a variety of services to individuals, families, and businesses including financial planning, portfolio management, and investment advisory services.
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.
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
MA
04/18/2018 - Present
Park Avenue Securities LLC (NEEDHAM MA)
MA
12/24/2008 - 05/04/2009
NFP SECURITIES, INC. (NEWTON MA)
MA
02/27/2003 - 01/03/2007
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
NY
01/09/2001 - 05/31/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
SC
03/06/2000 - 01/16/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
04/04/1997 - 10/13/1999
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
07/25/1984 - 07/19/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/10/1982 - 07/26/1984
DREXEL BURNHAM LAMBERT INCORPORATED
NA
04/20/1982 - 08/26/1982
SHEARSON LOEB RHOADES INC.
NA
01/27/1981 - 03/28/1982
TUCKER, ANTHONY & R. L. DAY, INC.
NA
01/26/1979 - 01/24/1981
OPPENHEIMER & CO., INC.
NA
09/26/1978 - 02/25/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/25/1973 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 12/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/12/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 10/18/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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