Amy Rehn is a registered investment advisor, based in Lawrenceville, GA, with 16 years of industry experience.
Location
Lawrenceville, GA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Amy is a board member of Jambos Donates, a charitable organization, since January 2023. She dedicates a few hours per week to providing strategic vision/direction and volunteerism.
Employment History
Current Registrations
Cetera Advisors LLC
May 2024 - Present · 2 yrs
Cetera Financial Specialists LLC
May 2024 - Present · 2 yrs
Cetera Investment Services LLC
May 2024 - Present · 2 yrs
Cetera Advisors LLCBroker
May 2024 - Present · 2 yrs
Cetera Financial Specialists LLCBroker
May 2024 - Present · 2 yrs
Cetera Investment Services LLCBroker
May 2024 - Present · 2 yrs
Cetera Investment Advisers LLC
April 2024 - Present · 2 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Cetera Wealth Services, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Triad Advisors, LLC
June 2015 - April 2024 · 8 yrs 10 mos
Osaic Advisory Services, LLC
June 2015 - April 2024 · 8 yrs 10 mos
Triad Advisors LLCBroker
April 2009 - April 2024 · 15 yrs
State Registrations1 state
GA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.