Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Howell is a financial advisor with First Citizens Investor Services, Inc. located in Raleigh, NC. Amy has been in the financial services industry since 2004 and has a broad range of experience, serving individuals, families, and businesses. Amy is registered with FINRA, the SEC, and the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Amy's specializations include retirement planning, investment management, and college savings.
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.
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.
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.
1
2
NC
08/24/2022 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
01/28/2016 - 08/19/2022
CAPITAL INVESTMENT BROKERAGE, INC. (RALEIGH NC)
NC
12/07/2007 - 08/19/2022
CAPITAL INVESTMENT GROUP, INC. (RALEIGH NC)
NC
02/06/2007 - 11/14/2007
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
NC
09/23/2005 - 02/05/2007
CAPITAL INVESTMENT GROUP, INC. (WHITEVILLE NC)
NC
01/25/2000 - 03/13/2001
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
BOTH
Issued 06/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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