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Amy Therese Reynolds

First Trust Portfolios LP

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About Amy Therese Reynolds

Amy Therese Reynolds is a financial professional with over 30 years of experience in the financial services industry. Amy has held a variety of roles at several firms, including Fidelity Brokerage Services, Inc., Liberty Securities Corporation, and MFS Investment Services, Inc. Amy is currently a registered representative of First Trust Portfolios LP in Austin, Texas. Amy holds several securities licenses, including Series 6, 7, 24, 26 and 63. Amy also holds the SIE designation.

Firm Information

Amy Reynolds is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Amy Reynolds’s Registration & Firm History

TX

01/13/2014 - Present

First Trust Portfolios LP (Austin TX)

IL

11/05/2011 - 01/28/2014

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)

NA

01/26/1990 - 05/20/1991

FIDELITY BROKERAGE SERVICES, INC.

NA

08/25/1987 - 06/16/1989

LIBERTY SECURITIES CORPORATION

NA

12/24/1986 - 07/27/1987

MFS INVESTMENT SERVICES, INC.

NA

09/24/1986 - 01/09/1987

MASSACHUSETTS FINANCIAL SERVICES COMPANY

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Licenses & Designations

BC

Issued 04/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2013

Series 24 - General Securities Principal Examination

BC

Issued 09/01/1987

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2011

Series 7 - General Securities Representative Examination

BC

Issued 09/23/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Therese Reynolds.
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