Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ami? Claim Your ProfileAmi Elizabeth Black-mullins is an investment advisor representative associated with Exencial Wealth Advisors. Ami is registered in Oklahoma. Ami has been in the industry since August 2013. Ami holds the Series 65 license and is currently active in the industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Revenue sharing arrangement
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2
OK
02/18/2020 - Present
Exencial Wealth Advisors (OKLAHOMA CITY OK)
IA
Issued 02/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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