Unclaimed
Amy Sage is a financial professional who is registered with the Financial Industry Regulatory Authority (FINRA) and is currently employed by Lion Street Financial, LLC. Amy's professional experience began on November 21, 2017, when she was registered with FINRA. Amy has earned her Series 6 and SIE licenses. Amy's current office location is 20935 Swenson Dr Ste 475 in Waukesha, WI.
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.
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.
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2
WI
11/21/2017 - Present
Lion Street Financial, LLC (Waukesha WI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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