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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Williamson is a Certified Financial Planner and Chartered Financial Consultant registered with Holland Advisory Services, Inc. Amy has been in the industry since July 2010. Amy Williamson is a registered investment advisor in Florida and Texas. Amy holds a Series 65 license.
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.
Financial advice
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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FL
10/01/2020 - Present
Holland Advisory Services, Inc. (ORMOND BEACH FL)
IA
Issued 10/15/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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