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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Elizabeth Scott-stoltz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Sioux Falls, South Dakota. Amy has been in the financial industry since 2003 and is registered with the state of South Dakota as well as multiple other states, including Arizona, California, Colorado, Michigan, Minnesota, North Dakota, Ohio, Oklahoma and South Dakota. Amy also holds Series 31, Series 7 and Series 66 licenses, and is a Certified Divorce Financial Analyst. Amy has worked in various roles at Legacy Financial Group, Raymond James Financial Services Advisors, Inc. and Dakota QDRO. Amy's expertise includes financial planning, investment advice, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SD
04/28/2010 - Present
Raymond James Financial Services Advisors, Inc. (SIOUX FALLS SD)
SD
12/15/2004 - 04/27/2010
LPL FINANCIAL CORPORATION (ABERDEEN SD)
NY
09/16/2002 - 08/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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