Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Bolda is an investment advisor representative at Ameriprise Financial Services, LLC. Amy has been in the industry since August 2007, and has a Series 7, Series 66, and SIE license. Prior to joining Ameriprise Financial Services, LLC, Amy worked at Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., and UBS Financial Services Inc. Amy specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and providing asset allocation services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MI
06/18/2010 - Present
Ameriprise Financial Services, LLC (FARMINGTON HILLS MI)
MI
05/11/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LIVONIA MI)
MI
08/12/2008 - 05/15/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
MI
06/29/2007 - 06/26/2008
UBS FINANCIAL SERVICES INC. (TROY MI)
BOTH
Issued 10/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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