Unclaimed
Amy Styczynski Sabin is a financial advisor at Steward Partners Investment Advisory, LLC. Amy has been in the financial services industry since 1993. Amy holds Series 7, 24, 63, and 65 licenses. Amy has experience working with individuals, families, and businesses. Amy provides a range of financial services including financial planning, portfolio management, and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
TX
07/16/2019 - Present
Steward Partners Investment Advisory, LLC (Dallas TX)
TX
07/12/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
09/06/2002 - 07/18/2019
J.P. MORGAN SECURITIES LLC (DALLAS TX)
NJ
09/02/1997 - 10/04/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MA
01/01/1998 - 03/24/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
04/03/1996 - 09/19/1997
NATIONSSECURITIES
MA
01/02/1996 - 03/28/1996
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
06/07/1993 - 01/03/1996
NATIONSSECURITIES
MA
02/25/1993 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
IA
Issued 9/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/1/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/4/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Sabin is the right advisor for you? Invested Better is here to help.