Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Judd Marty is a financial advisor with over 29 years of experience in the financial services industry. Amy currently works at Edward Jones, where Amy has been registered since October 2, 2023. Prior to joining Edward Jones, Amy worked at OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC., where she provided financial services to individuals and families. Amy holds the Series 7 and Series 66 licenses, as well as the SIE.
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.
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.
See schedule d - miscellaneous
1
2
UT
10/02/2023 - Present
Edward Jones (Sandy UT)
UT
09/01/2023 - 10/03/2023
OSAIC WEALTH, INC. (OREM UT)
UT
04/18/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (OREM UT)
UT
08/12/2005 - 04/19/2007
WELLS FARGO INVESTMENTS, LLC (MURRAY UT)
UT
06/29/2001 - 08/16/2005
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
CA
10/31/2000 - 07/17/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
CA
07/01/1999 - 09/06/2000
FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)
UT
01/01/1994 - 07/01/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
BOTH
Issued 07/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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