Amy
Joslin
Transce3Nd LLC
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About this Advisor
Amy Joslin is a financial advisor based in Scottsdale, Arizona, working with Transce3Nd LLC. Amy has previously held positions at Silver State Realty & Investments, University Of Nevada Las Vegas, Emerson Equity LLC, Center Street Securities, Inc, Realta Equities, Inc, Wealth Strategies Advisory Group, and Transce3Nd LLC. Amy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nevada and Texas. Currently, Amy is part of Transce3Nd LLC, which operates out of Scottsdale, Arizona. The firm has 11 offices and 31 employees. The firm manages assets totaling $313.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Transce3Nd LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Transce3Nd LLC Brokerage Details
$313,196,458
31
2,378
$131,706
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Amy Joslin Work History
Transce3Nd, LLC
Realta Equities, Inc
Wealth Strategies Advisory Group
Emerson Equity LLC
Center Street Securities, Inc
Silver State Realty & Investments
University Of Nevada Las Vegas
Disclosures
Please visit the SEC profile of Amy Joslin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transce3Nd LLC
Kyle, TX
Kyle, TX
Kyle, TX
Scottsdale, AZ
Kyle, TX
Scottsdale, AZ
Kyle, TX
Kyle, TX
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