Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Widener is a registered investment advisor representative with Realta Investment Advisors, Inc. based in Wilmington, DE. Amy has over 20 years of experience in the financial services industry, and is a licensed Series 65 and Series 63 holder. Amy is also a Series 24 principal. Amy is a registered investment advisor representative in Virginia and a registered investment advisor representative in Delaware, Colorado, Florida, Georgia, Kentucky, North Carolina, Tennessee, Texas, Virginia, and West Virginia. Amy is a member of the Financial Industry Regulatory Authority (FINRA) and is a registered representative with FINRA. Amy has specialized experience in providing financial planning and investment advisory services to individuals, corporations, and institutions. Amy also has experience in the areas of pension consulting and portfolio management.
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.
Guidance on pension options to ensure a secure financial future.
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
DE
09/22/2023 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
VA
08/23/2012 - 09/21/2023
CENTER STREET SECURITIES, INC. (BRISTOL VA)
TN
04/13/2012 - 08/16/2012
SUNTRUST INVESTMENT SERVICES, INC. (JOHNSON CITY TN)
TN
05/15/2009 - 04/19/2012
MORGAN KEEGAN & COMPANY, INC. (KNOXVILLE TN)
TN
01/28/2005 - 05/18/2009
FIRST TENNESSEE BROKERAGE, INC. (JOHNSON CITY TN)
WI
02/03/2000 - 01/26/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MN
01/15/1999 - 08/18/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/15/1999 - 08/18/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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