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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Zezulka-garcia is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Amy has been in the financial services industry since 1989 and has a strong track record of providing comprehensive financial planning and investment advice. Amy specializes in helping individuals and families with their retirement planning, college savings, and estate planning needs. Amy is also experienced in working with businesses and charitable organizations. Amy holds the Series 7, Series 63, and Series 65 licenses, as well as the Certified Financial Planner designation. Amy is committed to providing her clients with the highest level of 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
11/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ARLINGTON HEIGHTS IL)
IL
07/01/2003 - 11/14/2022
WELLS FARGO CLEARING SERVICES, LLC (ARLINGTON HEIGHTS IL)
NY
07/17/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/21/1989 - 05/24/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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