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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 Hefner is a financial advisor with Raymond James & Associates, Inc. located in MACON, GA. Amy has been working in the financial industry since 2005. She has a wide range of experience working with various clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and insurance companies. Amy is also registered as an investment advisor in Georgia and Texas. She holds several professional licenses, including the Series 7, 63, 65, 9, 10, 31, and SIE. Amy is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
04/18/2022 - Present
Raymond James & Associates, Inc. (MACON GA)
GA
05/12/2017 - 02/23/2022
MORGAN STANLEY (Macon GA)
GA
12/02/2005 - 04/24/2017
WELLS FARGO CLEARING SERVICES, LLC (MACON GA)
GA
06/22/2005 - 12/12/2005
CITIGROUP GLOBAL MARKETS INC. (MACON GA)
IA
Issued 05/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/11/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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