Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Aichholz pachan is a financial advisor registered with Stifel, Nicolaus & Company, Inc. and has been in the industry since 2009. Amy holds a Series 66, 63, 7, 10, 9, 24, and SIE license. Amy also has experience at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Edward Jones. Amy specializes in providing financial planning, pension consulting, and educational seminars to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
04/15/2015 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
09/22/2014 - 03/19/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ST. LOUIS MO)
IL
11/20/2003 - 09/29/2005
SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)
NY
09/13/2004 - 01/07/2005
SUNGARD GLOBAL EXECUTION SERVICES LLC (NEW YORK NY)
MO
10/30/2000 - 11/07/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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