Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Zhang is a financial professional with experience in the financial services industry. Amy has passed the Series 63, Series 7, Series 99, and Series 4 exams. Amy is currently registered with National Financial Services LLC. Prior to that Amy was with Fidelity Brokerage Services 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.
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
09/26/2023 - Present
National Financial Services LLC (JERSEY CITY NJ)
NH
12/21/2021 - 08/15/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 12/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 4 - Registered Options Principal Examination
BC
Issued 09/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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