Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Masincupp has been in the financial industry since March 1, 2001. Amy is registered with the state of South Carolina as an Investment Advisor Representative and is currently employed with State Farm Investment Management Corp. Amy is also registered with the state of South Carolina as a Broker. Amy has several years of experience working in the insurance industry and is the owner of Amy Masincupp's Insurance Agency. Amy has experience working with individual clients and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
SC
06/15/2023 - Present
State Farm Investment Management Corp. (Columbia SC)
NC
12/12/2000 - 07/19/2002
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/10/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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