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Amy Joslin

Transce3nd LLC

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About Amy Joslin

Amy Joslin is a registered investment advisor with Transce3nd LLC. Amy has been in the industry since March 2018 and has a background in both securities and investment advisory services. Amy is licensed in several states, including Arizona, California, Nevada, Texas and Washington. Amy has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. Amy Joslin is dedicated to providing her clients with personalized financial advice and services.

Firm Information

Amy Joslin is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Joslin’s Registration & Firm History

AZ

09/14/2023 - Present

Transce3nd LLC (Scottsdale AZ)

NV

08/29/2018 - 07/21/2021

CENTER STREET SECURITIES, INC. (LAS VEGAS NV)

CA

03/13/2018 - 07/30/2018

EMERSON EQUITY LLC (SAN MATEO CA)

MN

02/22/2013 - 04/02/2013

NDX TRADING, INC. (NEW BRIGHTON MN)

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Licenses & Designations

IA

Issued 05/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Joslin.
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