Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Drake is a financial advisor with U.S. Bancorp Investments, Inc. Amy has been in the financial industry since 2000. Amy holds licenses in Ohio. Amy has experience with various financial products and services, including: portfolio management, financial planning, and publication of periodicals. Amy has been a registered representative since 1999. Amy is dedicated to providing financial advice and guidance to clients in order to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
05/02/2016 - Present
U.s. Bancorp Investments, Inc. (Saint Paul MN)
MO
08/27/2010 - 10/06/2015
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
KY
07/06/2005 - 08/02/2010
CHASE INVESTMENT SERVICES CORP. (LEXINGTON KY)
IL
12/20/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
05/11/1999 - 08/15/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/11/1999 - 08/15/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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