Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Braemer Westley is a financial advisor with Stifel, Nicolaus & Company, Inc. Amy has over 8 years of experience in the financial services industry. Amy is registered with FINRA and holds Series 7, 63, 79TO and SIE licenses. Amy specializes in providing financial advice to individuals, businesses, and institutions. Amy is committed to providing her clients with personalized financial advice and services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
WI
12/11/2014 - 03/16/2018
B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)
BC
Issued 12/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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