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 affiliated with Osaic Wealth, Inc., located in Mercer Island, WA. Amy has been in the financial services industry since 2000, working at several firms including Securities America, Inc. and KMS Financial Services, Inc.. Amy has a Series 6, Series 63, and Series 65 license. Amy holds a Series 6 license which permits the advisor to sell mutual funds and variable annuities. Amy has been actively volunteering in her child's classroom.
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.
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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 4/8/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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