Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Chesek Lubas is a financial advisor with Ned Davis Research, Inc. Amy has been in the industry since 1997. Amy holds the Series 7 and Series 63 licenses. Amy is a Chartered Financial Analyst. Amy's experience includes working for SG Cowen Securities Corporation and Cowen & Co. in New York. Amy's specializations include investment strategies related to economic, political, and market cycles, including global equity, fixed income, and alternative investments. Amy specializes in providing advisory services for insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, and banking or thrift institutions. Amy's current employer, Ned Davis Research, Inc., is a registered investment advisor that provides advisory services to a wide range of clients, including insurance companies, high-net-worth individuals, and other investment advisors. Ned Davis Research, Inc. offers a variety of advisory services, including investment strategy, portfolio management, market timing, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Issues charts, graphs, etc & customized research, model portfolio services
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.
Ndr receives bps on other ia's aum using ndr models
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2
FL
01/01/2025 - Present
NED Davis Research, Inc. (SARASOTA FL)
NY
07/01/1998 - 05/23/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
01/01/1997 - 07/01/1998
COWEN & CO. (NEW YORK NY)
BC
Issued 12/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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