Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lundy Crooks is a registered representative with LPL Financial LLC. Amy has been in the industry since July 2004 and has worked with Edward Jones, SII Investments, Inc., and LPL Financial LLC. Amy is licensed to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Kansas, Massachusetts, Oregon, South Carolina, and Washington. Amy has several industry certifications including the Series 7, Series 63, Series 66, and SIE exams.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
02/14/2018 - Present
LPL Financial LLC (OREGON CITY OR)
OR
04/18/2016 - 02/14/2018
SII INVESTMENTS, INC. (OREGON CITY OR)
OR
08/11/2005 - 04/29/2016
LPL FINANCIAL LLC (OREGON CITY OR)
MO
01/09/2001 - 02/11/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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