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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 Clark is a financial advisor with Clarity Capital Partners in Bellevue, Washington. Amy has over 7 years of experience in the financial services industry. She has a strong understanding of financial markets and investment strategies. She is passionate about helping clients achieve their financial goals and is committed to providing personalized advice. Amy is a Series 6, 7, 63, and 66 licensed advisor.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
09/06/2024 - Present
Clarity Capital Partners (Bellevue WA)
ID
06/16/2023 - 06/14/2024
SECURITIES AMERICA, INC. (BOISE ID)
ID
08/20/2020 - 05/02/2023
MML INVESTORS SERVICES, LLC (Meridian ID)
ID
08/26/2016 - 07/31/2020
NYLIFE SECURITIES LLC (BOISE ID)
BOTH
Issued 10/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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