Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Rebecca Kincaid is a financial advisor with over 10 years of experience in the industry. She holds the Series 6, Series 63, and Series 65 licenses, as well as the SIE designation. Amy is currently registered with AE Wealth Management, LLC in South Carolina. Previously, Amy worked at Madison Avenue Securities, LLC and Capital Investment Group, Inc. Amy is a dedicated financial advisor who is committed to helping her clients achieve their financial goals. She specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Amy has a passion for helping people understand their finances and make informed decisions about their future.
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
SC
11/01/2021 - Present
AE Wealth Management, LLC (Greenville SC)
SC
09/29/2017 - 12/23/2021
MADISON AVENUE SECURITIES, LLC (Greenville SC)
SC
08/14/2015 - 10/06/2017
CAPITAL INVESTMENT GROUP, INC. (GREENVILLE SC)
IA
Issued 04/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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