Amy has built a solid reputation of excellence among her clients and colleagues as an investment professional. As a native resident of Las Vegas, she has a diverse background in real estate and experience in economic fluctuation. For appropriately qualified ciients, she emphasizes the importance of alternative investments and utilizes "The Household Endowment Model®" to help them achieve their goals. Amy currently holds Series 7 and 63 securities registrations.
Amy Joslin
Amy Joslin is also a registered representative of Coastal Equities, Inc., and an investment advisory representative of Transc3nd LLC. Securities offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Investment Advisory Services are offered through Transce3nd, LLC., an SEC registered investment advisor, 165 Elmhurst Dr., Suite B, Kyle, TX 78640. Neither Coastal Equities, Inc., nor Transce3nd LLC is affiliated with Wealth Strategies Advisory Group, LLC. Click to check the background on FINRA broker check.
(888) 635-WSAG
17207 N Perimeter Drive, Suite 120
Scottsdale, AZ 85255
Securities are offered through
Realta Equities, Inc., Member FINRA /
SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services
are offered through
Transce3nd LLC located at 165 Elmhurst Dr. Suite B Kyle, Tx 78640. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.
The information contained herein is for educational purposes only and should not be considered a recommendation or personalized investment advice. All investments involve risk including the possible loss of principal. Certain investments contain substantial risks and are illiquid, and may only be appropriate for accredited investors. You should familiarize yourself with all risks associated with any investment product before investing. Past performance is no guarantee of future results.
Our strategic partners include third party CPA's, tax planners, attorneys, and consultants who we have selected for their years of expertise in their chosen fields of specialty and the value we believe they add to our clients' wealth management experience. Neither Wealth Strategies Advisory Group, nor Realta Equities, Inc., nor Transce3nd LLC, is affiliated with any of the strategic partners.
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