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Financial Consultant
Investment Adviser
Digital Assets Trader
Stock Broker
Amy Beth Dunn

Professional Stock Broker & Investment Adviser

Throughout the course of my career, I have been registered with three prestigious investment firms, passed four brokerage examinations and gotten accreditation with licenses in about thirty-eight states in the US. Click on the button below to send a message if you're interested in effectively improving the profit accumulation percentage of your Investment portfolio.

Amy Beth Dunn

My Premium Services

01/

Investment Adviser

Personal Financial Consulting

03/

Investment Adviser

Family & Welfare Asset Advisory

04/

Amy Beth Dunn

Premium Financial Consultant & Licensed Stock Broker

1,500

Portfolios Handled

100%

Client Satisfaction

100%

FINRA

SRO Registration

100%

New York Stock Exchange

SRO Registration

100%

Nasdaq Stock Market

SRO Registration

Work Experience

RBC CAPITAL MARKETS, LLC
(CRD#:31194))

2008 - Present
(17 years)

Stock Broker | Investment Adviser

.

WACHOVIA SECURITIES, LLC
(CRD#:19616)

2008 - 2008
(less than 1 year)

Stock Broker | Investment Adviser

.

A. G. EDWARDS & SONS, INC.
(CRD# 4)

1999 - 2008
(8 years)

Stock Broker | Investment Adviser

Amy Beth Dunn

Some Clients Reviews

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Trading without guidance in the financial markets is risky & quite unprofitable, I found out the hard way. Luckily enough, I stumbled across Amy's website and contacted her; within two months, my trading portfolio & investment options started to surprisingly improve after a long streak of losses.

Galif Fauwind Software Engineer

I got in contact with Amy Beth through an old family friend, it was a period of financial turmoil for my entire family and I met the perfect person for the Job! She patiently showed me what I was doing wrong and suggested really helpful ways to fix my harmful trading habits.

Maggie PhilipsSchool Teacher

I totally enjoying working with Amy Beth Dunn, She is so down to earth and really knowledgeable about the financial markets. She has been guiding me privately on how to grow my portfolio for over two years now and the results have been simply amazing so far.

Sally JEvent Planner

I found my way to Amy Beth during the COVID pandemic, I had lost so much trading at home because I had no solid background on the concept of trading & investments. Amy literally showed me the ropes step by step, and now I can comfortably trade on my own.

Ali FergusonEstate Developer

4.9

Rating

500+

Client Reviews

Amy Beth Dunn

My Examinations

Series 66 - Uniform Combined State Law Examination

State Securities Law Exam

  • Aug 30, 2005
Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exam

  • Oct 22, 1999
SIE - Securities Industry Essentials Examination

General Industry/Products Exam

  • Oct 1, 2018
Series 7 - General Securities Representative Examination

General Industry/Products Exam

  • Sep 15, 1999

I can effectively improve the overall financial outlook of your Investment Portfolio!

Contact Me

Let's Discuss Business

Kindly select your preferred Time & Date indicated in the form to schedule an introductory call. I can help assess your financial status, understand your financial goals and create a tailored financial plan to achieve those goals.

contact@amybethdunn.com