Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Giller is a financial advisor with over 25 years of experience in the industry. Amy is currently registered with Osaic FA, Inc. and has worked in various roles within the financial services industry. Amy is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
OH
08/15/1997 - Present
Osaic FA, Inc. (COLUMBUS OH)
OH
08/15/1997 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (COLUMBUS OH)
NC
06/28/1994 - 04/19/1995
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1999
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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