Unclaimed
Amy Law is a financial advisor at Edward Jones. Amy has been in the financial services industry since 2015 and is registered with FINRA and the state of Florida. Amy holds the Series 7TO, SIE, and Series 66 licenses. Amy specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Amy is committed to providing personalized financial advice to help clients achieve 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.
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.
See schedule d - miscellaneous
1
2
FL
04/15/2024 - Present
Edward Jones (ST PETERSBURG FL)
BOTH
Issued 04/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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