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 Williams is a financial advisor with over 25 years of experience in the industry. Amy Williams is currently registered with Fifth Third Securities, Inc., and is also licensed to provide investment advisory services in Indiana. Prior to joining Fifth Third Securities, Inc., Amy Williams was associated with McDonald Investments Inc. and NatCity Investments, Inc., both in Cleveland, OH. Amy Lynn Williams holds several professional licenses and designations, including Series 63, Series 66, Series 7, Series 9, Series 10, Series 14, Series 24, and SIE.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/03/2007 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
07/06/1999 - 08/27/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/18/1996 - 06/25/1999
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 4/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 14 - Compliance Officer Examination
BC
Issued 5/4/2004
Series 24 - General Securities Principal Examination
BC
Issued 9/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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