Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Bouchie is a financial advisor with over 30 years of experience in the industry. Amy works at Western Wealth Management LLC, an independent investment advisor firm, and has been with the firm since August 2021. Amy has a Series 7, Series 63, and SIE licenses, and is also a Certified Financial Planner. Amy provides investment advisory services and financial planning to a variety of clients, including individuals, families, businesses, and charitable organizations. Amy is committed to helping her clients achieve their financial goals.
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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IN
01/13/2022 - Present
Western Wealth Management LLC (Evansville IN)
KY
01/29/1992 - 07/02/2013
AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON KY)
MN
01/29/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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