Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Grieves is a financial advisor with Osaic Institutions, Inc., with over 24 years of experience in the financial services industry. Amy has been registered with the state of Virginia as an Investment Advisor Representative since January 3, 2017. She is a Certified Financial Planner and Chartered Financial Consultant, and holds the Series 6, 7, 63 and 65 licenses. Amy specializes in providing financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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NC
01/03/2017 - Present
Osaic Institutions, Inc. (Chapel Hill NC)
VA
04/07/2014 - 01/06/2017
MORGAN STANLEY (RICHMOND VA)
VA
12/11/2001 - 03/19/2014
VALIC FINANCIAL ADVISORS, INC. (NORTH CHESTERFIELD VA)
TX
12/11/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NJ
06/11/1998 - 11/13/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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