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 Szarenski is a financial advisor registered with First Command Advisory Services. Amy has been in the industry since July 2024. Amy is licensed to provide investment advice in Florida and has passed the Series 63, Series 65, Series 6TO, and SIE exams. Amy is also registered with the Financial Industry Regulatory Authority (FINRA). Amy's current firm, First Command Advisory Services, has a long history of providing financial advice to individuals and families. First Command Advisory Services is a national firm with offices across the United States.
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.
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.
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TX
09/12/2024 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 08/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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