Amy Winfrey
Registered Sales Assistant
Amy has been in the industry for 18 years, beginning her career with Stifel Nicolaus & Company and moving to Northwestern Mutual, A.G. Edwards and most recently with Huntleigh Securities Corporation. She holds a BS in Business Administration and Finance from Truman State University. In addition, she holds the FINRA 63, 65 and 7 licenses.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Franzen Wealth Strategies LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.