Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Beavers-Grammer is a financial advisor with Stratos Wealth Partners, Ltd., a firm headquartered in Beachwood, Ohio. Amy has been a registered representative for over a decade, and has a broad range of experience in the financial services industry. Amy is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 66, Series 7, and SIE licenses. She serves a variety of client types including high net worth individuals, corporations, and charitable organizations. Amy's expertise covers a wide range of financial services, including financial planning, portfolio management, and pension consulting. She has worked with Wells Fargo Advisors, LLC in the past. Amy is committed to providing her clients with personalized and professional financial advice.
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.
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.
Percentage of assets under management with third party managers
1
2
GA
03/11/2016 - Present
Stratos Wealth Partners, Ltd. (DALTON GA)
GA
03/02/2011 - 08/30/2013
WELLS FARGO ADVISORS, LLC (DALTON GA)
BOTH
Issued 03/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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