Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Crookshank is a financial advisor at Wealth Enhancement Advisory Services, LLC. Amy has been working in the financial industry since 2018 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Amy holds the Series 6, Series 63, Series 65 and SIE licenses. Amy is dedicated to providing her clients with personalized financial advice and guidance.
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
CT
08/27/2024 - Present
Wealth Enhancement Advisory Services, LLC (NEW MILFORD CT)
CT
01/08/2021 - 07/31/2024
HORNOR, TOWNSEND & KENT, LLC (NORTH HAVEN CT)
CT
11/16/2018 - 12/21/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (TRUMBULL CT)
NY
07/18/2018 - 10/15/2018
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
BC
Issued 06/05/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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