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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Steinert is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. Amy has been in the financial industry since 2012 and has a broad range of experience. Amy has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Amy is registered with the state of Georgia as a registered investment adviser representative and is also registered with FINRA. Amy has a strong track record of success in providing financial advice to individuals, families, and businesses.
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.
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.
Investment consulting services to institutional clients
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
GA
03/14/2024 - Present
Wells Fargo Advisors Financial Network, LLC (MARIETTA GA)
GA
12/13/2021 - 01/17/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
11/29/2011 - 08/05/2021
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
IA
Issued 07/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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