Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Dietz is a financial professional with over 6 years of experience in the financial services industry. Amy is currently registered with The O.n. Equity Sales Co. and has a Series 7 and Series 66 license. Prior to her current role, Amy has held positions with AXIO FINANCIAL LLC, NAVIAN CAPITAL SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Amy has a demonstrated history of success in the financial services industry and is committed to providing her clients with the highest level of service and expertise.
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.
1
2
OH
11/06/2019 - Present
THE O.n. Equity Sales Co. (Cincinnati OH)
OH
08/07/2019 - 10/18/2019
AXIO FINANCIAL LLC (Cincinnati OH)
OH
12/22/2017 - 09/19/2019
NAVIAN CAPITAL SECURITIES LLC (CINCINNATI OH)
OH
06/30/2016 - 12/20/2017
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
04/23/2013 - 07/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
BOTH
Issued 08/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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