Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Kay Dehaven is a financial advisor who has been in the industry since July 2022. Amy is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, Series 6TO and SIE licenses. She is currently employed by PFS Investments Inc., a firm with over 59,000 client accounts and assets under management of more than $8 Billion. Amy specializes in providing financial advice to individuals and focuses on portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
07/11/2022 - Present
PFS Investments Inc. (VANCOUVER WA)
BC
Issued 09/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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