Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Campbell is a financial advisor with over 9 years of experience in the industry. Amy is currently registered with Wealth Enhancement Advisory Services, LLC and holds licenses in all 50 states. Amy has a strong background in providing investment advisory services and specializes in retirement planning, investment management, and financial planning. Amy is dedicated to helping clients reach their financial goals and providing personalized 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
06/14/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
06/09/2014 - 05/31/2023
CETERA INVESTMENT SERVICES LLC (ST CLOUD MN)
MN
10/29/2014 - 08/02/2019
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
10/29/2014 - 08/02/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
06/09/2014 - 08/02/2019
CETERA ADVISORS LLC (ST CLOUD MN)
MN
06/09/2014 - 08/02/2019
CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)
MN
02/11/2014 - 08/02/2019
CETERA ADVISOR NETWORKS LLC (ST CLOUD MN)
CA
03/24/2015 - 11/02/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
MN
10/29/2014 - 12/14/2016
LEGEND EQUITIES CORPORATION (St. Cloud MN)
CA
03/24/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
MN
10/29/2014 - 11/09/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
CA
10/29/2014 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
NY
10/29/2014 - 11/10/2014
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
BOTH
Issued 01/25/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/05/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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