Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Leis-hocking is a financial advisor with Main Street Financial Solutions, LLC. Amy has been in the industry for over 11 years and has experience providing financial advice to individuals, families, and businesses. Amy is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Amy's previous experience includes working as a financial advisor for Janney Montgomery Scott LLC.
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.
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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PA
03/20/2020 - Present
Main Street Financial Solutions, LLC (NEWTOWN PA)
NJ
03/27/2008 - 07/22/2019
JANNEY MONTGOMERY SCOTT LLC (Mt. Laurel NJ)
BOTH
Issued 04/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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