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Amy Valentine Forrestal

Brookwood Associates, LLC

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About Amy Valentine Forrestal

Amy Forrestal is a financial advisor with over 30 years of experience in the financial services industry. Amy is currently registered with Brookwood Associates, LLC. Previously, Amy worked at BANC of America Securities LLC, NationsBanc Securities, Inc. and NationsBanc Securities of Georgia, Inc. Amy is a Series 7, Series 24, Series 63 and Series 79 licensed professional. Amy is licensed in Georgia and North Carolina.

Firm Information

Amy Forrestal is currently registered with Brookwood Associates, LLC. Brookwood Associates, LLC is a Limited Liability Company formed in September 2000. The firm is registered in Georgia, North Carolina, and Texas. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

5

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 Forrestal’s Registration & Firm History

GA

08/15/2012 - Present

Brookwood Associates, LLC (ATLANTA GA)

NY

08/04/1993 - 09/25/2001

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

MA

03/31/1992 - 08/04/1993

NATIONSBANC SECURITIES, INC. (BOSTON MA)

NA

08/22/1989 - 03/31/1992

NATIONSBANC SECURITIES OF GEORGIA, INC.

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Licenses & Designations

BC

Issued 08/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2012

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Valentine Forrestal.
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