Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Amys is a financial advisor with over 14 years of experience in the financial services industry. Chris is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 10, Series 9, Series 66, and SIE licenses. Chris has also worked as a financial advisor for WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO ADVISORS LLC. Chris's experience includes providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and retirement plans. Chris is a member of the finance council at St. Eugene Catholic Church and is a partner at Elk Mountain Wealth Partners. Chris is dedicated to providing his clients with personalized financial advice and helping 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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (ASHEVILLE NC)
NC
07/17/2009 - 07/10/2018
WELLS FARGO CLEARING SERVICES, LLC (ASHEVILLE NC)
BOTH
Issued 08/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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