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Amy Augusta Skallerud

Keystone Capital Markets

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About Amy Augusta Skallerud

Amy Skallerud is a financial advisor in Irvine, CA. Amy has been in the financial industry for over 15 years and has a strong track record of success. Amy is currently registered with Keystone Capital Markets, and has been with the firm since August 2017. Previously, Amy worked at Keystone Capital Corporation, FMV Capital Markets, LLC, Monarch Bay Securities, LLC, Burch & Company, Inc., and Citigroup Global Markets Inc. Amy is a Series 7 and Series 63 licensed advisor, and is also licensed to sell securities in California and Utah.

Firm Information

Amy Skallerud is currently registered with Keystone Capital Markets. Keystone Capital Markets is a Limited Liability Company formed in April 2017. The firm is registered in Arizona, California, Colorado, Florida, Hawaii, Illinois, Nevada, Ohio, Tennessee, Utah, and Washington, as well as with the SEC.

Not reported

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.

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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Amy Skallerud’s Registration & Firm History

CA

08/29/2017 - Present

Keystone Capital Markets (Irvine CA)

CA

02/01/2016 - 08/30/2017

KEYSTONE CAPITAL CORPORATION (Irvine CA)

CA

05/14/2014 - 02/11/2016

FMV CAPITAL MARKETS, LLC (IRVINE CA)

CA

03/21/2013 - 04/29/2014

MONARCH BAY SECURITIES, LLC (IRVINE CA)

CA

11/04/2011 - 03/28/2013

BURCH & COMPANY, INC (COSTA MESA CA)

CA

08/18/2010 - 12/06/2011

FMV CAPITAL MARKETS, LLC (IRVINE CA)

CA

12/19/2005 - 09/08/2008

CITIGROUP GLOBAL MARKETS INC. (LAGUNA HILLS CA)

CA

06/24/2005 - 01/18/2006

CITIGROUP GENEVA CAPITAL STRATEGIES INC. (LAGUNA HILLS CA)

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Licenses & Designations

BC

Issued 09/02/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Augusta Skallerud.
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