ADVISOR BIO

Amy Barchini is a registered representative with Raymond James Financial Services, Inc. Amy is currently based in Scottsdale, Arizona. She is also registered as an investment advisor representative in Arizona. Amy has been active in the financial services industry since 2014 and has obtained her Series 7TO, Series 66, and SIE licenses. She specializes in providing financial planning services to individuals, families, and businesses. In addition to working at Raymond James, Amy is a musician and an Uber rideshare driver.

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ADVISOR BIO

Amy Nelson, a financial professional, is a registered representative with Householder Group Estate & Retirement Specialists. Amy has been in the financial industry since 2016 and has experience in providing investment advisory services through Householder Group Estate & Retirement Specialists and previously with Private Client Services, LLC and Edward Jones. Amy holds the Series 66, SIE, and Series 7 licenses and is registered with the states of Arizona, California, Colorado, Florida, Hawaii, New Mexico, Rhode Island and Wisconsin.

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ADVISOR BIO

Amy Lynn Pongratz is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. with over 27 years of experience in the financial services industry. Amy holds Series 4, 7, 8, 9, 10, 63, and 65 licenses. Amy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Amy has held previous positions at RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., SunAmerica Securities, Inc., Prudential Securities Incorporated, TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., and Smith Barney Inc. Amy is registered to provide advisory services in 47 states and the District of Columbia.

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ADVISOR BIO

Amy Nicole Graves is a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC. Amy has been in the financial services industry for 7 years. Amy holds the Series 7, Series 66, and SIE licenses. Amy specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals. Amy is currently registered in Arizona and has her Series 7TO, Series 66, and SIE licenses.

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ADVISOR BIO

Amy Lynn Williams is a financial advisor who has been working in the industry since August 2014. Amy Williams is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at CHARLES SCHWAB & CO., INC. Amy Lynn Williams is licensed in 42 states.

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ADVISOR BIO

Amy Hawkins is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona. Amy has been in the financial services industry since August 2011. She is a Series 7, Series 24, and SIE licensed professional. Amy's focus is on providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

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ADVISOR BIO

Amy Holewa is a financial advisor with over 27 years of experience in the financial services industry. Amy is a CERTIFIED FINANCIAL PLANNER™ professional, with experience working with individuals, families and businesses. Amy is registered with LPL Financial LLC and offers a variety of financial services, including financial planning, investment management and retirement planning. Amy is passionate about helping her clients achieve their financial goals and believes that everyone deserves access to quality financial advice.

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ADVISOR BIO

Amy Unice is a financial advisor with over 3 years of experience in the financial services industry. Amy is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in 53 states. Amy provides financial advice to a wide range of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Amy Catherine Halverson is an investment advisor representative with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Amy has been in the financial industry since 2004. Amy has experience working with various client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Amy holds the Series 6, 7, 24, 27, 63, and 66 licenses. Amy is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer investment advice in Minnesota and Wisconsin.

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ADVISOR BIO

Amy Braunz is a financial advisor registered with Fidelity Personal And Workplace Advisors, located in Tucson, Arizona. Amy has been working in the financial industry since 2013 and has held prior positions at Goldman Sachs & Co. Amy holds Series 3, 7, 7TO, SIE and 66 licenses. Amy specializes in providing financial planning services, educational seminars, selection of other advisors and portfolio management services.

SPECIALIZATIONS