Unclaimed
Amy Sporer is a financial advisor who has been in the industry since 2005. Amy is currently registered with Centaurus Financial, Inc. and has held previous positions at INVEST FINANCIAL CORPORATION and Ameriprise Financial Services, Inc.. Amy has a variety of licenses and registrations, including Series 7, Series 24, and Series 66. Amy provides financial planning, portfolio management, and other investment-related services to individuals, families, and businesses.
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.
1
2
PA
11/01/2007 - Present
Centaurus Financial, Inc. (HONESDALE PA)
PA
01/11/2007 - 10/17/2007
INVEST FINANCIAL CORPORATION (STROUDSBURG PA)
PA
03/07/2005 - 01/03/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CENTER VALLEY PA)
MN
03/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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