Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Nelson, a financial professional, is a registered representative with Householder Group Estate & Retirement Specialists. Amy has been in the financial industry since 2016 and has experience in providing investment advisory services through Householder Group Estate & Retirement Specialists and previously with Private Client Services, LLC and Edward Jones. Amy holds the Series 66, SIE, and Series 7 licenses and is registered with the states of Arizona, California, Colorado, Florida, Hawaii, New Mexico, Rhode Island and Wisconsin.
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.
Portion of third party manager fees
1
2
AZ
03/27/2023 - Present
Householder Group Estate & Retirement Specialists (SCOTTSDALE AZ)
NM
06/18/2021 - 04/05/2023
PRIVATE CLIENT SERVICES, LLC (SANTA FE NM)
NM
09/01/2016 - 06/02/2021
EDWARD JONES (SANTA FE NM)
NM
04/27/2016 - 08/31/2016
LPL FINANCIAL LLC (ALBUQUERQUE NM)
BOTH
Issued 01/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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