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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 Wick is a financial advisor with Fidelity Personal and Workplace Advisors. Amy has been in the industry since 2010. Amy has a Series 7, Series 10, Series 24 and Series 63 licenses, as well as the SIE. Amy's specializations include financial planning, portfolio management, and educational seminars. Amy has worked for both Allianz Life Financial Services, LLC and Ameriprise Financial Services, Inc., in the past, where she provided comprehensive financial planning services. Amy is passionate about helping her clients achieve their financial goals and helping them to make smart financial decisions.
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.
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
CO
06/07/2021 - Present
Fidelity Personal AND Workplace Advisors (BROOMFIELD CO)
MN
08/20/2014 - 05/03/2021
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
02/16/2010 - 05/06/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 02/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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