Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Koy is a financial advisor with over 25 years of experience in the industry. Amy is currently registered with Perella Weinberg Partners LP and Tudor, Pickering, Holt & Co. Securities, LLC. Amy holds a Series 6, 7, 63, and 65 licenses as well as the SIE. Amy was previously registered with Tudor Pickering Holt & Co Advisors LP and Invesco Distributors, Inc. Amy’s career began in 1995 and she currently works out of the Houston, TX office.
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
TX
01/04/2021 - Present
Perella Weinberg Partners LP (Houston TX)
TX
01/08/2015 - 01/04/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
TX
12/15/1995 - 06/07/2013
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 07/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Koy is the right advisor for you? Invested Better is here to help.
