Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lavoie is a financial professional with over 19 years of experience in the industry. Amy is registered with Hantz Financial Services, Inc. and has held licenses in several states, including Michigan, Colorado, and Texas. Amy is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
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MI
02/22/2016 - Present
Hantz Financial Services, Inc. (ANN ARBOR MI)
IA
Issued 05/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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