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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 McCollum is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Amy has been in the industry since April 2005. Amy is registered with the state of Kansas and Texas. Amy is a Series 7, Series 24, Series 31 and Series 66 licensed advisor. The advisor's previous employers include Wells Fargo Clearing Services, LLC and Morgan Stanley DW Inc.. Amy has worked with individual, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, business development companies, and state and municipal government entities.
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.
Investment consulting services to institutional clients
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.
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2
KS
08/18/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TOPEKA KS)
KS
06/16/2006 - 08/18/2022
WELLS FARGO CLEARING SERVICES, LLC (TOPEKA KS)
KS
04/15/2005 - 06/19/2006
MORGAN STANLEY DW INC. (OVERLAND PARK KS)
BOTH
Issued 05/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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