Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Boone Solum is a financial advisor registered with Osaic Wealth, Inc. Amy has been working in the financial industry since October 27, 2015. Amy is licensed to provide investment advice in Texas. Prior to joining Osaic Wealth, Inc., Amy was a registered representative for J.P. Morgan Securities LLC in Dallas, TX.
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.
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2
TX
01/23/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
02/24/2014 - 05/21/2022
J.P. MORGAN SECURITIES LLC (DALLAS TX)
BOTH
Issued 05/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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