Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Spivey is a financial advisor at Keystone Financial Group, LLC, based in Lexington, KY. Amy has been in the financial services industry since 2014. Amy holds the Series 7, Series 66, and SIE licenses. Amy is registered to provide investment advice in Kentucky. Prior to joining Keystone Financial Group, LLC, Amy was employed at Morgan Stanley. Amy specializes in providing financial planning and portfolio management services to individuals and corporations. Amy is a co-owner of Crown Oilfield Services, Inc. and COSI, LLC, both non-investment related businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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KY
01/11/2024 - Present
Keystone Financial Group, LLC (LEXINGTON KY)
KY
12/18/2015 - 01/19/2024
MORGAN STANLEY (Lexington KY)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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