Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Leanne Marx is a registered representative with Osaic Wealth, Inc. and has been in the industry since 2002. Amy has held numerous roles in the financial industry, including positions at Park Avenue Securities LLC, Wilmington Capital Securities, LLC, and AEGIS CAPITAL CORP. Amy has held positions at other firms including Herbert J. Sims & Co. Inc., Dawson James Securities, Inc., Sandgrain Securities, Inc., Sky Capital LLC, Newbridge Securities Corporation, H&R Block Financial Advisors, Inc., First Union Securities Financial Network, Inc., JWGENESIS FINANCIAL GROUP, INC, Miller, Johnson & Kuehn, Incorporated and Gunnallen Financial, Inc. Amy is licensed in Florida.
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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2
FL
09/05/2024 - Present
Osaic Wealth, Inc. (PALM BEACH GARDENS FL)
FL
03/01/2023 - 12/15/2023
PARK AVENUE SECURITIES LLC (FORT MYERS FL)
FL
06/08/2021 - 03/03/2023
WILMINGTON CAPITAL SECURITIES, LLC (West Palm Beach FL)
FL
06/26/2015 - 06/08/2021
AEGIS CAPITAL CORP. (BOCA RATON FL)
FL
09/19/2008 - 07/06/2015
HERBERT J. SIMS & CO. INC. (BOCA RATON FL)
FL
10/08/2007 - 04/23/2008
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
FL
05/08/2006 - 11/06/2007
SANDGRAIN SECURITIES, INC. (BOCA RATON FL)
FL
04/12/2005 - 05/01/2006
SKY CAPITAL LLC (BOCA RATON FL)
FL
10/14/2004 - 11/15/2004
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
MI
11/27/2001 - 04/22/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MO
01/02/2001 - 11/07/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
11/02/2000 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
MN
11/02/1999 - 11/07/2000
MILLER, JOHNSON & KUEHN, INCORPORATED (MINNEAPOLIS MN)
FL
12/03/1997 - 10/26/1999
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BC
Issued 05/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 11 - Assistant Representative-Order Processing Qualification Exam
BC
Issued 11/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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