Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Armstrong is a registered representative and investment advisor representative with Valmark Advisers, Inc. Amy has been in the industry since December 3, 2018, and has passed the Series 7TO and SIE exams. Amy has also been registered as a broker-dealer in Ohio and Florida and as an investment advisor in Ohio. Amy also works as an Executive Coordinator and Administrative Assistant for TouchPoint Wealth Partners/Sassy Business Mgt., Inc.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
01/15/2019 - Present
Valmark Advisers, Inc. (Cincinnati OH)
BC
Issued 12/04/2018
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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