Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Trotter is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Amy has been working in the financial services industry since 1990. Amy has a strong background in providing investment advice to individuals and families. Amy is committed to providing her clients with personalized financial planning and investment management services. Amy has a special interest in working with high-net-worth individuals and families. Amy is a registered representative of Wells Fargo Advisors Financial Network, LLC.
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.
Investment consulting services to institutional clients
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.
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2
IL
04/07/2022 - Present
Wells Fargo Advisors Financial Network, LLC (SOUTH BARRINGTON IL)
IL
10/10/2000 - 04/07/2022
WELLS FARGO CLEARING SERVICES, LLC (BARRINGTON IL)
MO
05/03/1991 - 05/05/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MO
11/21/1989 - 04/01/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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