Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Nicole Hochfelsen is a financial professional with over 17 years of experience in the industry. Amy is registered with Cetera Investment Advisers LLC, a firm with over 6,600 registered representatives. Amy has a strong background in insurance and financial planning and offers a wide range of financial services to individuals, businesses, and charitable organizations. Amy specializes in investment advisory services, financial planning, pension consulting, and educational seminars. She is also a Registered Representative, with Series 6 and Series 63 licenses, and has a current approved registration with the state of New York.
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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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 5/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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