Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Starlight Lawrence is a financial advisor currently registered with LPL Financial LLC. Amy has been in the financial services industry since December 11, 2016. Amy has passed the Series 7, Series 66, and SIE exams. Amy is registered to provide investment advice in Florida. Amy's previous experience includes working for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Miami, FL. Amy provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Amy's other business activities include ownership of rental properties and various other business ventures.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
05/16/2023 - Present
LPL Financial LLC (KEY LARGO FL)
FL
12/12/2016 - 05/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 01/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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