Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Hilda Kiley is a financial professional with over 20 years of experience in the industry. She has a Series 6, 7, 24, 63 and 65 licenses and is currently registered with Cetera Investment Advisers LLC. Amy is based in STURBRIDGE, MA and has worked with various financial institutions over the course of her career, including VOYA FINANCIAL ADVISORS, INC. and WADDELL & REED, INC. She holds a total of 14 active state registrations, in addition to registrations with FINRA and the SEC. Amy Kiley provides financial advice to a variety of client types, including individuals, businesses, and charitable organizations.
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.
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2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (STURBRIDGE MA)
MA
10/24/2003 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (EAST BROOKFIELD MA)
KS
01/06/1999 - 10/24/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 1/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 1/5/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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