Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Decker is a financial advisor with Oppenheimer & Co. Inc., working in the Tampa, FL office. Amy has been in the securities industry since August 2005, working previously at Morgan Stanley, Citigroup Global Markets Inc., and Banc of America Investment Services, Inc.. Amy is registered with FINRA and holds licenses for Series 6, 7, 63, and 66. Amy also holds the Series SIE exam. Amy can provide financial planning, portfolio management, and pension consulting for individuals, businesses, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
10/24/2019 - Present
Oppenheimer & Co. Inc. (TAMPA FL)
FL
06/01/2009 - 10/22/2019
MORGAN STANLEY (LAKELAND FL)
FL
03/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAKELAND FL)
FL
05/06/2005 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAKELAND FL)
BOTH
Issued 05/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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