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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 Leuma is a financial advisor with Morgan Stanley. Amy has been in the financial services industry since 2009. Amy holds licenses to provide investment advice and securities brokerage services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Amy is a Series 7, Series 63, and Series 65 licensed representative. Amy has experience working with individuals, businesses, high net worth individuals, investment companies, insurance companies, pension and profit-sharing plans, and charitable organizations. Amy specializes in financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
05/16/2023 - Present
Morgan Stanley (Minneapolis MN)
MN
11/16/2022 - 02/15/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
MN
06/02/2016 - 08/19/2022
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
06/06/2012 - 06/07/2016
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/06/2009 - 06/06/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/20/2009 - 03/17/2009
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IA
Issued 06/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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