Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Starkey is a financial advisor with over 27 years of experience in the financial services industry. Amy is registered with Ameritas Advisory Services, LLC in Ohio and has previously been registered with Carillon Investments, Inc. and The O.N. Equity Sales Company. Amy holds a Series 65 license and is a Registered Options Principal and General Securities Principal. Amy provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (Cincinnati OH)
OH
01/15/1998 - 06/30/2006
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
OH
04/13/1994 - 12/15/1997
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
03/06/1997 - 05/08/1997
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
IA
Issued 07/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1999
Series 4 - Registered Options Principal Examination
BC
Issued 05/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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