Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Leigh Shepard is a financial advisor working at Sensible Money, LLC in Scottsdale, AZ. Amy Leigh has been in the financial industry for more than six years. Amy Leigh holds the Series 65, Series 7, and SIE licenses. Amy Leigh specializes in financial planning and portfolio management for individuals. Amy Leigh works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Amy Leigh is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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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AZ
07/16/2019 - Present
Sensible Money, LLC (SCOTTSDALE AZ)
WI
08/30/2018 - 07/02/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
IA
Issued 07/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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