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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 Helen Secor is a financial advisor at Mariner Wealth Advisors. Amy is a CERTIFIED FINANCIAL PLANNER™ professional and has over 20 years of experience in the financial services industry. Amy has been with Mariner Wealth Advisors since April 2022. Previously, Amy worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and TEACHERS PERSONAL INVESTORS SERVICES, INC. Amy holds Series 63, 66 and 7 licenses as well as the SIE exam. Amy is committed to providing her clients with personalized financial advice and guidance.
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.
Family office services
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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2
WA
04/18/2022 - Present
Mariner Wealth (Bellevue WA)
WA
01/01/2004 - 03/22/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SEATTLE WA)
NY
10/25/1999 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
CA
11/25/1998 - 09/09/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
05/21/1998 - 11/23/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
10/22/1996 - 03/10/1998
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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