Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Brennan is a financial advisor with over 30 years of experience in the financial services industry. Amy is currently registered with Osaic Wealth, Inc. and has a Series 6 and SIE license. Amy is a highly experienced advisor who has worked at many of the top financial institutions. Amy’s extensive experience and knowledge of the financial services industry makes Amy a valuable asset to any investor. Amy provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions. Amy is also a registered investment advisor representative.
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.
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2
FL
01/10/2024 - Present
Osaic Wealth, Inc. (PLANTATION FL)
FL
03/25/2017 - 01/11/2024
MML INVESTORS SERVICES, LLC (PLANTATION FL)
FL
01/29/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PLANTATION FL)
FL
01/29/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
IN
09/11/1993 - 12/31/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
05/07/1992 - 12/31/1993
G. R. PHELPS & CO., INC.
MA
11/22/1989 - 05/15/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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