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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 Stacy Born is a financial advisor with SVB Wealth. Amy has over 20 years of experience in the financial services industry. She holds Series 7, 63 and 65 licenses and is a Certified Financial Planner™ and a Chartered Financial Analyst®. Amy is also a member of the National Kappa Delta Sorority, where she serves on the Investment Committee. Her previous employers include Phoenix Equity Planning Corporation, Wheat, First Securities, Inc., and Linsco/Private Ledger Corp. Amy specializes in providing wealth planning, financial planning, and portfolio management services to individuals, families, and businesses.
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.
Planned giving, family office, wealth planning
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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CA
05/21/2024 - Present
SVB Wealth (BEVERLY HILLS CA)
CT
07/29/1998 - 10/13/1999
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NC
04/25/1997 - 04/28/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
SC
08/21/1995 - 04/24/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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