Unclaimed
Amy Michelle Ormsby is a financial advisor associated with Allstate Financial Advisors, LLC. Amy has been in the financial services industry since August 2008 and has worked with Ameriprise Financial Services, LLC and Ameriprise Financial Services, INC in the past. Amy is licensed in Texas and holds Series 66, Series 24 and Series 7 licenses. Amy specializes in providing financial advice and services to individuals.
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.
Helps you choose top advisors aligned with your 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.
Third party advisory fees
1
2
TX
05/13/2024 - Present
Allstate Financial Advisors, LLC (Hickory Creek TX)
TX
08/08/2023 - 02/02/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Plano TX)
TX
04/12/2023 - 06/21/2023
AMERIPRISE FINANCIAL SERVICES, LLC (HOUSTON TX)
TX
09/20/2011 - 03/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Richardson TX)
TX
02/05/2007 - 09/23/2010
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
BOTH
Issued 06/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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