Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Wheatley is a financial professional with over 35 years of experience in the financial industry. Amy is currently registered with Multi-Bank Securities, Inc. in Parsippany, NJ. Previously, Amy Wheatley worked at Financial Northeastern Securities, Inc. in Fairfield, NJ. Amy Wheatley holds FINRA Series 7, 24, 63, and 72 licenses, and is registered in 27 states. Amy Wheatley is a dedicated and experienced financial advisor committed to providing personalized advice and guidance to help her clients achieve their financial goals.
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.
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2
NJ
07/12/2004 - Present
Multi-Bank Securities, Inc. (Parsippany NJ)
NJ
05/15/1987 - 07/15/2004
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
BC
Issued 07/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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