Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Holzer is a Registered Investment Advisor, offering investment advisory services through Retirement Income Solutions, Inc. Amy has been in the industry since 2004, and has previous experience with Parkland Securities, LLC and Sigma Financial Corporation. Amy has a wide range of experience and knowledge in providing financial planning, pension consulting, selection of other advisers, and portfolio management for both individuals and businesses. Amy is committed to providing her clients with the best possible service and helping them 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.
Helps you choose top advisors aligned with your 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.
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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MI
05/03/2021 - Present
Retirement Income Solutions, Inc. (ANN ARBOR MI)
MI
01/27/2010 - 04/23/2021
PARKLAND SECURITIES, LLC (ANN ARBOR MI)
MI
02/04/2008 - 04/23/2021
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 08/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2024
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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