Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Cousin-lancaster is a financial advisor who has been in the industry since 2010. Amy is currently registered with UBS Financial Services Inc. Amy has held previous roles with Hightower Securities, LLC and Salient Capital L.P.. Amy is licensed to conduct business in California, Florida, Tennessee, and Texas. Amy specializes in working with individuals, corporations, businesses, investment companies, insurance companies, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Amy is also licensed to provide financial planning services.
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
TX
04/09/2021 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
09/05/2018 - 02/03/2021
HIGHTOWER SECURITIES, LLC (HOUSTON TX)
TX
10/14/2014 - 09/07/2018
SALIENT CAPITAL L.P. (HOUSTON TX)
NV
09/16/2010 - 09/19/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAS VEGAS NV)
BOTH
Issued 11/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2010
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
Not sure Amy Cousin-lancaster is the right advisor for you? Invested Better is here to help.
