Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Dubray is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Amy has been in the industry since November 2013. Amy is registered in 22 states and is a Registered Representative and Investment Advisor Representative. Amy is also a Registered Representative with Wells Fargo Clearing Services, LLC. Amy has a Series 7, Series 63, and Series 65 license. Amy has experience providing financial planning, portfolio management, and investment consulting services to individuals and businesses. Amy is also involved in the community and is a personal fitness trainer.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
12/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BEMIDJI MN)
MN
06/12/2014 - 12/12/2022
WELLS FARGO CLEARING SERVICES, LLC (BEMIDJI MN)
MN
11/21/2013 - 06/19/2014
DOUGHERTY & COMPANY LLC (BEMIDJI MN)
IA
Issued 08/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Dubray is the right advisor for you? Invested Better is here to help.
