Amy Birtcher (CRD# 2840647) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Copemish, MI and has over 26 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 6276104
Raymond James & Associates, Inc.
CRD# 6736071
Creativeone Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diversified Investors Securities Corp. | Copemish, MI | Jun 2006 - Current | 17 |
| Diversified Investment Advisors, Inc. | Copemish, MI | Jun 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- MI
-
Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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