Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lyn Greiner is a financial advisor associated with Kingsview Wealth Management, LLC and is registered in Georgia. Amy is a CERTIFIED FINANCIAL PLANNER™ professional and also works as a licensed insurance agent. Amy has over 8 years of experience in the financial services industry and is committed to helping clients achieve their financial goals. Amy has a strong understanding of financial planning, investment management, and insurance.
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.
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.
Strategic management for diversified investment portfolios.
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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GA
09/13/2018 - Present
Kingsview Wealth Management, LLC (Suwanee GA)
GA
09/10/2010 - 09/19/2018
EDWARD JONES (DACULA GA)
BOTH
Issued 09/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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