Unclaimed
Amy Ng is a registered representative with MML Investors Services, LLC. Amy has been in the financial services industry for over 30 years, having started her career in 1987. She has held previous positions with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Amy is licensed in California, Louisiana, Missouri and Texas. She holds Series 6, 7, 63, and 65 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (Dallas TX)
TX
11/17/1987 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DALLAS TX)
TX
11/17/1987 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Ng is the right advisor for you? Invested Better is here to help.