Amy Shope (CRD# 2899857) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Canfield, OH and has over 17 years of experience in the finance industry.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2210454
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Strategic Financial Alliance, Inc, | Atlanta, GA | Aug 2019 - Current | 4 |
| Strategic Blueprint, LLC | Atlanta, GA | Aug 2019 - Current | 4 |
| Berthel, Fisher & Company Financial Services, Inc. | Boardman, OH | Jan 2017 - Aug 2019 | 2 |
| Bfc Planning, Inc. | Boardman, OH | Jan 2017 - Aug 2019 | 2 |
| The Huntington Investment Company | Columbus, OH | Aug 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
- TX
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Total Assets Under Management2,173MILLIONS
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Total Number of Accounts8,013ACCOUNTS
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Average Account Value$271,157
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV
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