Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Piche is an investment advisor representative at Cu Investment Solutions Llc, based in Overland Park, KS. Amy has been in the industry since 2007. Her primary focus is on providing non-discretionary investment advisory services to institutional clients. Amy is registered in multiple states across the U.S., and has passed a variety of industry exams, including the Series 65, Series 63, SIE and Series 7.
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.
Non discretionary investment advisory for 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.
1
2
KS
12/20/2012 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
IL
04/06/2007 - 02/07/2013
BALANCE SHEET SOLUTIONS LLC (NAPERVILLE IL)
IA
Issued 01/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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