Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Grunden is a financial advisor with over 15 years of experience in the industry. She currently works at United Planners' Financial Services of America, a limited partnership firm based in Scottsdale, Arizona. Amy has held previous positions at various firms, including The Huntington Investment Company in Columbus, Ohio, and Pruco Securities, LLC in Newark, New Jersey. Amy is a Registered Representative and an Investment Advisor Representative in Ohio, and she is also registered to provide investment advice in several other states including Florida, Georgia, Indiana and North Carolina. Amy is a dedicated advisor who is committed to helping her clients achieve their financial goals. She is passionate about providing personalized financial planning and investment management services to individuals and families.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
OH
06/23/2016 - Present
United Planners' Financial Services OF America A Limited Partner (HUNTSVILLE OH)
OH
05/26/2006 - 06/07/2016
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IL
07/06/2005 - 01/03/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
01/13/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
02/14/2003 - 01/03/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 02/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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