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Laura Katherine mercer Amy

Signaturefd, LLC

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About Laura Katherine mercer Amy

Laura Amy is a financial advisor at Signaturefd, LLC in Atlanta, GA. Laura has been in the financial services industry for over 15 years and has a broad range of experience. Laura is a Series 6, 7, 24, 26 and 63 licensed financial professional and a Series 65 licensed investment advisor representative. Laura holds a Series 65 license in the state of Georgia, and the license was issued on 2021-04-13. Laura is also a Registered Representative and Investment Advisor Representative for Signaturefd, LLC. Laura is passionate about helping individuals and families reach their financial goals. Laura's specialties include financial planning, portfolio management, and retirement planning. Laura is also a Certified Financial Planner and a member of the Financial Planning Association. Laura is committed to providing her clients with the highest level of service and expertise. Laura believes in building long-term relationships with her clients, based on trust and mutual respect. Laura is dedicated to helping her clients achieve their financial dreams. Laura is also active in the community and is a volunteer for several charitable organizations.

Firm Information

Laura Amy is currently registered with Signaturefd, LLC. Signaturefd, LLC is an investment advisor located in Atlanta, Georgia. They offer a range of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Signaturefd, LLC manages approximately $7.24 billion in assets for a diverse client base, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their website and social media platforms provide additional information about their services and the firm's expertise.
Signaturefd, LLC

1230 PEACHTREE STREET, NE

ATLANTA, GA 30309

$7.25B

Assets Under Management

21

Total Clients

34

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Amy’s Registration & Firm History

GA

04/13/2021 - Present

Signaturefd, LLC (ATLANTA GA)

GA

11/17/2006 - 10/09/2018

PARK AVENUE SECURITIES LLC (ATLANTA GA)

GA

04/18/2005 - 11/08/2006

PARK AVENUE SECURITIES LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/17/2007

Series 24 - General Securities Principal Examination

BC

Issued 07/11/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/15/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Katherine mercer Amy.
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