Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Giddens is a financial advisor with Osaic Wealth, Inc. located in Mercer Island, WA. Amy has been in the financial industry since 2002 and has a diverse background in financial services. Amy holds the Series 6, 63, and 65 licenses, along with the SIE. Amy is registered to provide investment advice in Washington. In addition to her experience with Osaic Wealth, Amy has previous experience at Securities America, Inc., KMS Financial Services, Inc., Grant Williams L.P., First Florida Securities, Inc., and Safeco Securities, Inc.
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.
1
2
WA
06/14/2024 - Present
Osaic Wealth, Inc. (MERCER ISLAND WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MT. VERNON WA)
WA
07/02/2014 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (MT. VERNON WA)
IL
11/02/2005 - 08/08/2012
GRANT WILLIAMS L.P. (WOODSTOCK IL)
NY
11/16/2004 - 08/10/2005
FIRST FLORIDA SECURITIES, INC. (NEW YORK NY)
MA
08/06/2001 - 11/15/2004
SYMETRA INVESTMENT SERVICES, INC. (BOSTON MA)
WA
10/11/2000 - 07/06/2001
SAFECO SECURITIES, INC. (BELLEVUE WA)
IA
Issued 04/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Giddens is the right advisor for you? Invested Better is here to help.
