Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Belcher is a financial advisor with over 20 years of experience in the financial services industry. Amy has held various roles at firms such as Voya Financial Advisors, Carson Institutional Alliance and Cetera Financial Specialists LLC, where she gained extensive experience in portfolio management, financial planning and investment advisory services. Currently, Amy is an Investment Advisor Representative at Cetera Investment Advisers LLC. Amy is committed to providing personalized financial advice to individuals, families and businesses.
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.
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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VA
06/29/2023 - Present
Cetera Investment Advisers LLC (SUFFOLK VA)
CA
06/10/2021 - 09/26/2022
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
06/10/2021 - 09/26/2022
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
06/10/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CT
04/04/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
VA
01/17/2017 - 03/27/2017
CETERA ADVISOR NETWORKS LLC (SUFFOLK VA)
CT
10/17/2011 - 09/12/2016
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
NE
09/08/2005 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
TX
01/11/2000 - 01/02/2003
AFS BROKERAGE, INC. (AUSTIN TX)
CA
01/20/1999 - 03/29/1999
PACIFIC CORTEZ SECURITIES INCORPORATED (SAN DIEGO CA)
CA
08/27/1996 - 10/27/1998
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
BC
Issued 01/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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