Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jennifer Fosbenner is a registered representative with DAI Wealth, LLC in Atlanta, GA. Amy has been in the industry since May 30, 2018. Amy holds Series 7, SIE and Series 66 licenses and has an approved registration in 23 states. Amy previously worked at Concorde Investment Services, LLC in Setauket, NY.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
1
2
NY
01/02/2024 - Present
DAI Wealth, LLC (MOUNT SINAI NY)
NY
05/30/2018 - 12/31/2023
CONCORDE INVESTMENT SERVICES, LLC (Setauket NY)
BOTH
Issued 11/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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