Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Winfrey is a financial advisor registered with Equitable Advisors, LLC. Amy is a registered representative and investment advisor. Amy has been in the financial industry since 2003. Amy has been registered with Equitable Advisors, LLC since 2008. Amy was previously registered with Huntleigh Securities Corporation, A. G. Edwards & Sons, Inc., Northwestern Mutual Investment Services, LLC, and Stifel, Nicolaus & Company, Incorporated.
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.
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.
1
2
IL
01/21/2009 - Present
Equitable Advisors, LLC (EDWARDSVILLE IL)
MO
10/01/2007 - 10/21/2008
HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)
MO
11/09/2006 - 09/06/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
10/18/2004 - 10/18/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ST. LOUIS MO)
MO
04/15/2003 - 09/01/2004
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 12/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Winfrey is the right advisor for you? Invested Better is here to help.
