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Amos Michael Sheena

Q3 Asset Management Corp.

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About Amos Michael Sheena

Amos Michael Sheena is an investment advisor representative with Q3 Asset Management Corp. Amos has been in the industry since 1999 and has a wide range of experience in investment advising. Amos has passed the Series 7, 24, 55 and 63 exams. Amos holds a current registration with the state of Michigan.

Firm Information

Amos Sheena is currently registered with Q3 Asset Management Corp.. Q3 Asset Management Corp. is an investment advisor based in Birmingham, MI, with approximately $713 million in regulatory assets under management. They provide advisory services to individuals, high-net-worth individuals, investment companies, other investment advisors, and corporations. Their advisory services include financial planning, market timing, and portfolio management.
Q3 Asset Management Corp.

2175 COLE STREET

BIRMINGHAM, MI 48009

$713.02M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consultation services

Consultation services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Amos Sheena’s Registration & Firm History

MI

01/04/2013 - Present

Q3 Asset Management Corp. (BIRMINGHAM MI)

MI

02/05/2008 - 05/09/2011

CSSC BROKERAGE SERVICES, INC. (TROY MI)

IL

05/15/2007 - 01/16/2008

ASSENT LLC (BOLINGBROOK IL)

MI

11/18/2003 - 03/14/2006

ASSENT LLC (SOUTHFIELD MI)

NJ

11/06/2001 - 07/03/2002

SKEFFINGTON SECURITIES, L.L.C. (JERSEY CITY NJ)

NY

07/27/2000 - 11/16/2001

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

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Licenses & Designations

IA

Issued 05/15/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2004

Series 24 - General Securities Principal Examination

BC

Issued 12/29/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amos Michael Sheena.
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