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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Lynn Olvitt is a financial advisor registered with Morgan Stanley in Clayton, Missouri. Amy has been working in the financial services industry for 25 years. Amy Olvitt is registered with the state of Missouri, Texas, and 38 other states as well as the state of Texas for Investment Advisor services. Amy Olvitt is registered as a Securities Representative with FINRA. Amy Olvitt is licensed to offer Securities and Investment Advisor services. Amy Olvitt has been associated with Morgan Stanley for over 10 years, and prior to that was affiliated with MORGAN STANLEY & CO. LLC for over 7 years. Previously, Amy Olvitt was affiliated with WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC. Amy Olvitt holds Series 63, Series 65, Series 7, and SIE licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
07/12/2022 - Present
Morgan Stanley (Clayton MO)
MO
06/10/2019 - 04/25/2022
MORGAN STANLEY & CO. LLC (Clayton MO)
MO
04/27/2012 - 06/10/2019
MORGAN STANLEY (CLAYTON MO)
MO
01/01/2008 - 05/01/2012
WELLS FARGO ADVISORS, LLC (FRONTENAC MO)
MO
10/20/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 07/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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