Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Holcombe is a financial advisor with Fidelity Personal And Workplace Advisors. Amy has been a registered representative for over 10 years and is licensed in several states. Amy has a wide range of experience in providing financial advice, including portfolio management, financial planning, and educational seminars. Amy also offers a variety of investment services, including mutual funds, stocks, bonds, and ETFs.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
01/16/2020 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
VA
04/23/2018 - 10/22/2019
CHARLES SCHWAB & CO., INC. (Virginia Beach VA)
NY
04/26/2013 - 04/09/2018
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/07/2012 - 04/19/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
06/29/2010 - 06/07/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
IA
Issued 01/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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