Unclaimed
Amy France is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Amy has been in the financial services industry since 2000. Amy is licensed to offer investment advice in several states, including Alabama, California, Florida, Georgia, Kentucky, Mississippi, North Carolina, Tennessee, and Texas. Amy holds the Series 6, Series 7, Series 63, and Series 65 licenses. Amy specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Amy previously worked for firms such as SunTrust Investment Services, Inc., Allstate Distributors, L.L.C., and First Tennessee Brokerage, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
TN
04/19/2010 - Present
U.s. Bancorp Investments, Inc. (Newport TN)
TN
10/19/2009 - 04/16/2010
SUNTRUST INVESTMENT SERVICES, INC. (KNOXVILLE TN)
IL
07/08/2009 - 10/09/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
07/10/2008 - 03/25/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
TN
12/01/2001 - 07/01/2008
U.S. BANCORP INVESTMENTS, INC. (JEFFERSON CITY TN)
NJ
11/12/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
TN
10/18/2000 - 10/09/2001
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
TN
08/31/2000 - 10/24/2000
LANDOAK SECURITIES, LLC (KNOXVILLE TN)
NC
07/22/1997 - 08/12/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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