Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Parrish is a financial advisor with over 13 years of experience in the financial services industry. Amy is registered with Raymond James Financial Services Advisors, Inc., and has been with the firm since February 2017. Prior to joining Raymond James, Amy worked at BB&T Investment Services, Inc. for nearly 7 years. Amy has a wide range of experience working with individuals, families, businesses, and retirement plans. Amy specializes in helping her clients develop a comprehensive financial plan, manage their investments, and meet their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
02/24/2017 - Present
Raymond James Financial Services Advisors, Inc. (DESTIN FL)
FL
12/02/2009 - 01/03/2017
BB&T INVESTMENT SERVICES, INC. (DESTIN FL)
IA
Issued 05/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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