Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Michelle Spain is a financial advisor who has been in the industry since 2002. Amy is registered with Truist Advisory Services, Inc. in Orlando, Florida. Amy holds Series 6, 7TO, 24, 26, 51, 63 and 65 securities licenses. Amy offers financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
08/14/2024 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
GA
10/18/2002 - 08/08/2007
WORLD GROUP SECURITIES, INC. (DULUTH GA)
IA
Issued 12/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/22/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/13/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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