Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amie? Claim Your ProfileAmie Marie Suttenfield is a financial advisor with over 15 years of experience in the industry. Amie is currently registered with LPL Financial LLC and has held previous positions at INVEST Financial Corporation. Amie has a broad range of experience and holds licenses including Series 7, Series 24, Series 63, and Series 66. Amie is licensed to provide investment advice in a number of states, including Missouri, Texas, Arizona, and others. Amie specializes in a variety of financial planning services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Amie has a strong commitment to providing her clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/12/2021 - Present
LPL Financial LLC (JEFFERSON CITY MO)
MO
02/10/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (JEFFERSON CITY MO)
BOTH
Issued 07/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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