Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Coffey is a financial advisor with National Financial Services LLC in Covington, KY. Amy has been in the financial services industry since 2002 and has experience with a variety of firms, including Fidelity Brokerage Services LLC and McDonald Investments Inc. Amy is licensed to sell securities in Kentucky and has passed several industry exams, including Series 7, Series 9, Series 10, Series 63 and Series 66.
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.
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.
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2
KY
05/24/2007 - Present
National Financial Services LLC (COVINGTON KY)
KY
11/04/2010 - 03/18/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
10/05/2006 - 12/11/2006
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
08/28/2001 - 09/11/2006
MCDONALD INVESTMENTS INC. (CINCINNATI OH)
BC
Issued 09/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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