Unclaimed
Amy Crews is an investment advisor representative at Acropolis Investment Management, LLC. Amy has been in the industry since 1996, previously working with firms such as MetLife Securities Inc. and Walnut Street Securities, Inc. Amy holds both Series 6 and Series 65 licenses and currently serves clients in Missouri. Amy is a seasoned professional with experience in the industry.
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.
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
MO
03/26/2013 - Present
Acropolis Investment Management, LLC (ST. LOUIS MO)
MA
03/10/2003 - 01/31/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/10/2003 - 01/31/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
07/01/2001 - 04/24/2003
GENERAL AMERICAN DISTRIBUTORS, INC. (NEW YORK CITY NY)
CA
04/08/1996 - 07/01/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 03/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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