Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Willard is a financial advisor with over 15 years of experience in the industry. Amy has worked with Cetera Investment Services LLC, Cetera Financial Specialists LLC, Cetera Advisors LLC and Cetera Advisor Networks LLC. Amy is registered to provide investment advice in 52 states. Amy holds the Series 7 and Series 63 licenses, along with the SIE exam.
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.
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.
1
2
MN
04/25/2012 - Present
Cetera Advisors LLC (ST CLOUD MN)
MN
11/13/2015 - 11/08/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
MN
01/01/2005 - 05/16/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 06/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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