Unclaimed
Amy Marie Straightiff is a registered representative with Edward Jones, and holds a Series 7TO, SIE, and Series 66 license. Amy has been in the financial services industry since 2013 and has worked with Edward Jones in St. Louis, MO since September 2023. Before joining Edward Jones, Amy worked with Rockingham Insurance in Harrisonburg, VA and Frederick County Public Schools in Winchester, VA. Amy is registered in Virginia as well as 17 other states. Amy specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
VA
11/16/2023 - Present
Edward Jones (FRONT ROYAL VA)
BOTH
Issued 11/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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