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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 Wright is a financial advisor with Avantax Advisory Services, registered with the state of Iowa. Amy has over 10 years of experience in the financial services industry. Amy has experience working with a wide range of clients, including individuals, businesses, and retirement plans. Amy is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Amy holds both Series 6 and Series 63 licenses as well as Series 65 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IA
08/30/2024 - Present
Avantax Advisory Services (Ankeny IA)
IA
10/20/2014 - 09/20/2019
HD VEST INVESTMENT SERVICES (WEST DES MOINES IA)
IA
Issued 12/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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