Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Grantham is a financial professional with over 10 years of experience in the industry. Amy is registered with State Farm Investment Management Corp. and holds licenses in Colorado, Kansas, Nebraska, Oklahoma and Wyoming. Amy has a wide range of experience in the financial services industry including previous positions with New York Life Insurance Company and NYLIFE Securities LLC. Amy is dedicated to providing comprehensive financial guidance to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
CO
04/28/2023 - Present
State Farm Investment Management Corp. (Fort Morgan CO)
CO
08/12/2018 - 11/27/2018
NYLIFE SECURITIES LLC (FORT MORGAN CO)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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