Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Hochfelsen is a financial professional with over 17 years of experience in the industry. Amy is currently registered with Cetera Investment Advisers LLC. Amy has been a registered representative of Cetera Advisor Networks LLC since 2013. Amy is also a registered investment advisor representative in New York. Amy is Series 6, Series 63 and SIE licensed. Amy is also a licensed insurance agent. Amy's experience includes financial planning, portfolio management, and insurance services. Amy works with a wide range of clients, including individuals, families, and businesses. Amy is committed to providing her clients with personalized financial advice and guidance.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGDALE NY)
NY
05/16/2006 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (PLAINVIEW NY)
BC
Issued 05/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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