Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Hoesli is a financial advisor with over 14 years of experience in the industry. Amy is registered to provide investment advice in 37 states and is currently associated with Wells Fargo Clearing Services, LLC. Amy has previously worked with Fifth Third Securities, Inc. and Thrivent Investment Management Inc. Amy holds the Series 66, Series 7 and SIE licenses. Amy specializes in working with insurance companies, investment companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses and individuals other than high net worth.
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.
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.
Investment consulting services to institutional clients
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
MI
10/02/2017 - Present
Wells Fargo Clearing Services, LLC (EAST LANSING MI)
MI
05/23/2013 - 05/19/2017
FIFTH THIRD SECURITIES, INC. (EAST LANSING MI)
MI
09/20/2012 - 04/29/2013
THRIVENT INVESTMENT MANAGEMENT INC. (CHARLOTTE MI)
MI
03/11/2009 - 09/13/2012
FIFTH THIRD SECURITIES, INC. (EAST LANSING MI)
BOTH
Issued 05/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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