Unclaimed
Amy Hollowell is a financial advisor at Ameriprise Financial Services, LLC. Amy has been in the financial services industry since July 2014. Amy's primary office is in Cincinnati, OH. Amy holds the Series 7, Series 24, and SIE licenses. Amy specializes in asset allocation services, financial planning, pension consulting, and educational seminars. Amy provides portfolio management for both businesses and individuals.
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.
Asset allocation services
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.
1
2
OH
02/17/2023 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
OH
07/21/2014 - 02/20/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
BC
Issued 05/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Hollowell is the right advisor for you? Invested Better is here to help.