Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Sabin is a financial advisor with Steward Partners Investment Advisory, LLC, with over 29 years of experience in the financial services industry. Amy has a wide range of experience, working with clients of all types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Amy holds the Series 7, 24, 63, and 65 securities licenses, as well as the SIE exam.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
TX
07/16/2019 - Present
Steward Partners Investment Advisory, LLC (Dallas TX)
TX
07/12/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
09/06/2002 - 07/18/2019
J.P. MORGAN SECURITIES LLC (DALLAS TX)
NJ
09/02/1997 - 10/04/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MA
01/01/1998 - 03/24/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
04/03/1996 - 09/19/1997
NATIONSSECURITIES
MA
01/02/1996 - 03/28/1996
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
06/07/1993 - 01/03/1996
NATIONSSECURITIES
MA
02/25/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
IA
Issued 09/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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