Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Wiitala is a financial advisor with Ameriprise Financial Services, LLC. Amy has been in the financial services industry since 1996 and has a broad range of experience in providing financial advice to individuals, families, and businesses. Amy is also a Certified Financial Planner (CFP®) and a member of the CFP Board of Directors. Amy's commitment to providing exceptional client service is evident in her dedication to building long-term relationships with her clients. 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.
Asset allocation services
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
KY
09/20/2016 - Present
Ameriprise Financial Services, LLC (Louisville KY)
KY
10/06/2006 - 08/20/2010
CHASE INVESTMENT SERVICES CORP. (LOUISVILLE KY)
IL
10/02/2002 - 06/30/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/08/1994 - 05/18/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
05/08/1992 - 12/22/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
05/23/1991 - 05/13/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1996
Series 4 - Registered Options Principal Examination
BC
Issued 07/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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