Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Kutschke is a financial advisor with Raymond James & Associates, Inc., a well-established firm with a strong reputation in the industry. Amy has been in the financial services industry since 1996, and has experience providing financial advice to a wide range of clients, including individuals, corporations, and institutions. Amy has a strong track record of success and is committed to providing her clients with personalized financial 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.
Please see note in schedule d - miscellaneous
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.
1
2
AL
02/13/2013 - Present
Raymond James & Associates, Inc. (BIRMINGHAM AL)
AL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
03/07/1996 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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