Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Stebbins is a financial advisor with UBS Financial Services Inc. based in Columbia, South Carolina. Amy has been working in the financial services industry for over 20 years. Amy has a wide range of experience in financial planning, investment management, and retirement planning. Amy has a strong track record of helping clients achieve their financial goals. Amy is a licensed investment advisor and holds the Series 7, Series 63, and Series 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
SC
09/08/2023 - Present
UBS Financial Services Inc. (Columbia SC)
SC
07/24/2020 - 09/11/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA SC)
SC
01/18/2019 - 07/06/2020
BB&T SECURITIES, LLC (COLUMBIA SC)
IL
07/16/2002 - 05/06/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
OH
08/24/2001 - 05/29/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
12/04/1997 - 07/24/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2019
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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