Unclaimed
Amy Wills is a registered investment advisor representative and has been in the industry since 2001. Amy is currently registered with Fifth Third Securities, Inc., a broker-dealer with offices in West Chester, OH. Amy has passed the Series 63, Series 66, Series 7, and SIE exams. Amy is registered in 21 states, including Ohio, California, Florida, and Illinois. Amy is also registered as an investment advisor representative in Ohio. Amy has experience working at The Huntington Investment Company in Columbus, OH.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/27/2008 - Present
Fifth Third Securities, Inc. (WEST CHESTER OH)
OH
10/18/2000 - 08/10/2001
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 5/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amy Wills is the right advisor for you? Invested Better is here to help.