Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lynn Monroe is a financial professional with over 20 years of experience in the industry. Amy is registered with Oneamerica Securities, Inc. and is licensed in 51 states and the District of Columbia. Amy previously worked at Unified Financial Securities, Inc. Amy is a Series 66, Series 63, Series 4, Series 53, Series 24, Series 99TO, Series SIE and Series 7 licensed professional. Amy provides financial planning, pension consulting, and educational seminars. Amy also offers portfolio management for individuals and businesses.
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.
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
IN
04/30/2019 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
IN
09/10/1998 - 04/15/2002
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
BOTH
Issued 04/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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