Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Datema is a financial advisor with LPL Financial LLC in ZEELAND, MI. Amy has been in the financial services industry since 2001. Amy has passed the Series 63, 66, 7, 24 and SIE exams. Amy has a history of working with a variety of clients, including corporations, high-net-worth individuals, individuals, charitable organizations, and pension plans.
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.
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MI
08/31/2020 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
05/25/2018 - 08/24/2020
COMERICA SECURITIES (GRAND RAPIDS MI)
FL
02/09/2017 - 03/27/2018
CUNA BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
08/09/2016 - 02/02/2017
ONEAMERICA SECURITIES, INC. (Fort Myers FL)
FL
12/02/2016 - 12/13/2016
AXA ADVISORS, LLC (FORT MYERS FL)
FL
04/16/2015 - 07/22/2016
CUNA BROKERAGE SERVICES, INC. (FORT MYERS FL)
FL
12/04/2014 - 04/08/2015
J.P. MORGAN SECURITIES LLC (FORT MYERS FL)
FL
12/10/2013 - 11/11/2014
CETERA INVESTMENT SERVICES LLC (FORT MYERS FL)
FL
08/06/2013 - 11/13/2013
PRIME CAPITAL SERVICES, INC. (FORT MYERS FL)
FL
09/03/2010 - 08/09/2013
FIFTH THIRD SECURITIES, INC. (FORT MYERS FL)
FL
04/25/2006 - 10/25/2006
AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
01/19/2006 - 04/19/2006
METLIFE SECURITIES INC. (ORLANDO FL)
FL
01/19/2006 - 04/19/2006
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
FL
08/05/2003 - 01/07/2006
AMSOUTH INVESTMENT SERVICES, INC. (ORLANDO FL)
MA
03/10/2003 - 08/04/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
GA
09/06/2000 - 03/12/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
FL
05/11/1998 - 09/14/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/23/1996 - 09/23/1997
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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