Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Oviedo is a financial advisor with over 20 years of experience in the industry. Amy is registered with Integrated Wealth Concepts LLC and has also worked with Lincoln Financial Advisors Corporation, ProEquities, Inc., UVEST Financial Services Group, Inc., CITICORP INVESTMENT SERVICES, Dean Witter Reynolds Inc., and First Maryland Brokerage Corporation. Amy has a Series 6, 7, 63, and 66 license and holds a SIE designation. Amy specializes in providing investment advice and financial planning for individuals, families, and businesses. Amy is committed to providing personalized service and helping her clients achieve 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.
Helps you choose top advisors aligned with your financial goals.
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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VA
10/28/2016 - Present
Integrated Wealth Concepts LLC (MANASSAS VA)
VA
08/01/2011 - 10/31/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FAIRFAX VA)
VA
06/15/2010 - 08/02/2011
PROEQUITIES, INC. (CHANTILLY VA)
VA
10/03/2005 - 05/28/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHANTILLY VA)
NY
10/13/1999 - 09/02/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/14/1999 - 07/27/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MD
12/18/1997 - 03/09/1999
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 07/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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