Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Marie Steckelberg Novak is a financial advisor with over 13 years of experience. Amy is currently registered with Northland Securities, Inc. and has been with the firm since 2013. Amy has a diverse background in the financial industry, having previously worked with First National Capital Markets and Primevest Financial Services, Inc. Amy has a wide range of experience in providing financial advice to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Research services
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.
Negotiated
1
2
MN
12/04/2015 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
SD
06/01/2010 - 03/14/2013
FIRST NATIONAL CAPITAL MARKETS (YANKTON SD)
SD
03/16/2010 - 06/02/2010
PRIMEVEST FINANCIAL SERVICES, INC. (YANKTON SD)
BOTH
Issued 04/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2022
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 05/17/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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