Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Winstead is a financial advisor who has been in the industry since 2000. Amy is currently registered with Stifel, Nicolaus & Company, Inc. Amy has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Amy is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KY
09/17/2012 - Present
Stifel, Nicolaus & Company, Inc. (LOUISVILLE KY)
KY
08/02/2004 - 10/04/2007
J.P. MORGAN SECURITIES INC. (LOUISVILLE KY)
IL
04/17/2003 - 08/02/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NY
11/17/1999 - 04/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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