Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy McLevaine is a financial advisor with over 25 years of experience in the financial services industry. Amy is registered with Benjamin F. Edwards & Company, Inc., in both Alabama and Texas. Amy has extensive experience in providing investment advice to individuals, families, trusts, and businesses. Amy is committed to providing personalized financial planning and investment management services to help clients reach their financial goals.
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.
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2
MO
09/18/2024 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
AL
01/07/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BIRMINGHAM AL)
IA
Issued 09/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2003
Series 3 - National Commodity Futures Examination
BC
Issued 11/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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