Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Olinger is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Amy is a registered representative in Colorado and Texas. Amy has been in the financial services industry since 2011.
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.
Investment consulting services to institutional clients
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.
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CO
06/10/2024 - Present
Wells Fargo Advisors Financial Network, LLC (FORT COLLINS CO)
CO
06/11/2019 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (GREELEY CO)
CO
04/02/2018 - 05/01/2019
U.S. BANCORP INVESTMENTS, INC. (JOHNSTOWN CO)
MO
09/19/2017 - 01/17/2018
EDWARD JONES (ST. LOUIS MO)
CO
05/29/2012 - 11/17/2014
KEY INVESTMENT SERVICES LLC (LOVELAND CO)
CO
08/10/2005 - 02/03/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (LOVELAND CO)
BOTH
Issued 10/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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