Unclaimed
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.
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.
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.
1
2
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.
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
Active
Inactive
F
FINRA
Not sure Amy Forrestal is the right advisor for you? Invested Better is here to help.