Unclaimed Profile

Amy Elizabeth Glynn

FOUNDATIONAL RETIREMENT SOLUTIONS LLC·CARLSBAD, California

SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredFOUNDATIONAL RETIREMENT SOLUTIONS LLC

5670 EL CAMINO REAL, CARLSBAD, CA 92008CRD# 2030002Firm CRD# 288564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Elizabeth Glynn · CARLSBAD, CA

Registration

CRD #2030002 · FOUNDATIONAL RETIREMENT SOLUTIONS LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOUNDATIONAL RETIREMENT SOLUTIONS LLC

FOUNDATIONAL RETIREMENT SOLUTIONS LLC

Oct 2023 – Nov 2024

Boston, MA

FOUNDATIONAL RETIREMENT SOLUTIONS LLC

Jan 2020 – May 2020

CARLSBAD, CA

FOUNDATIONAL RETIREMENT SOLUTIONS LLC

Mar 2018 – Dec 2019

CARLSBAD, CA

FOUNDATIONAL RETIREMENT SOLUTIONS LLC

Sep 2017 – Dec 2017

CARLSBAD, CA

CALTON & ASSOCIATES, INC.

Sep 2011 – Oct 2015

SOUTH BOSTON, MA

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

May 2003 – Dec 2006

PARSIPPANY, NJ

SAPERS & WALLACK ADVISORS, INC.

Sep 2002 – May 2003

CAMBRIDGE, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 26, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOUNDATIONAL RETIREMENT SOLUTIONS LLC

CRD 288564 · SEC 801-114533

AUM

$138M

Regulatory assets under management

Employees

25 client accounts

Services offered by FOUNDATIONAL RETIREMENT SOLUTIONS LLC

Per Form ADV

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at FOUNDATIONAL RETIREMENT SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Amy Elizabeth Glynn offer?

Amy Elizabeth Glynn specializes in Retirement Planning, Wealth Management.

What are Amy Elizabeth Glynn's credentials?

Amy Elizabeth Glynn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Elizabeth Glynn located?

Amy Elizabeth Glynn is based in CARLSBAD, California, last registered with FOUNDATIONAL RETIREMENT SOLUTIONS LLC.

How does Amy Elizabeth Glynn charge for services?

Amy Elizabeth Glynn's firm is compensated through other: fees embedded in frs cits.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNDATIONAL RETIREMENT SOLUTIONS LLC?

FOUNDATIONAL RETIREMENT SOLUTIONS LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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