Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Crenshaw is a financial professional with over 17 years of experience in the industry. Amy has a strong background in providing financial advice and investment management services to a variety of clients, including individuals, families, businesses, and institutions. Amy currently works at RBC Capital Markets, LLC, which is a leading investment bank and financial services company. Amy holds a Series 7, Series 9, Series 24, and Series 66 license. Amy has also passed the Securities Industry Essentials Examination (SIE). Prior to joining RBC Capital Markets, LLC, Amy worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
CO
12/19/2023 - Present
RBC Capital Markets, LLC (BOULDER CO)
CO
12/11/2013 - 09/01/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
05/17/2013 - 12/09/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (DENVER CO)
MI
12/16/2008 - 05/21/2013
INVEST FINANCIAL CORPORATION (WILLIAMSTON MI)
MI
11/21/2006 - 12/23/2008
ROYAL ALLIANCE ASSOCIATES, INC. (HASLETT MI)
MI
04/05/2006 - 08/15/2006
AMERIPRISE FINANCIAL SERVICES, INC. (OKEMOS MI)
BOTH
Issued 12/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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