Amy Jensen Datema

Current Employers

Employment History

• 07/2016 → 11/2016
  American United Life
  Fort Myers, FL
• 08/2016 → 02/2017
  Oneamerica Securities
  Fort Myers, FL
• 12/2016 → 12/2016
  Axa Advisors, Llc
  New York, NY
• 02/2017 → 03/2018
  Cuna Brokerage Services
  Waverly, IA
• 02/2017 → 03/2018
  Suncoast Fcu
  Tampa, FL
• 05/2018 → 08/2020
  Comerica Securities, Inc.
  Grand Rapids, MI
• 08/2020 → 08/2025
  Lpl Financial Llc
  Grand Rapids, MI
• 08/2020 → 08/2025
  Lake Michigan Credit Union
  Grand Rapids, MI
• 08/2025 → Present
  Ameriprise Financial Services, Llc
  Richardson, TX

Previous Registrations

• 2020-08-31 → 2025-08-13
  Lpl Financial Llc
  Ravenna, MI
  Zeeland, MI
  Ada, MI
  Grand Rapids, MI
  Jenison, MI
  Schoolcraft, MI
  Muskegon, MI
  Holland, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Sun City, FL
  Grand Haven, MI
  Grand Rapids, MI
  Hudsonville, MI
  Kalamazoo, MI
  Grand Rapids, MI
  Rochester Hills, MI
  Grand Rapids, MI
  Kalamazoo, MI
  Farmington Hills, MI
  Allendale, MI
  Livonia, MI
  Lowell, MI
  Naples, FL
  Muskegon, MI
  Grand Rapids, MI
  Kentwood, MI
  Ravenna, MI
  Traverse City, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Wyoming, MI
  White Lake, MI
  Saginaw, MI
  Byron Center, MI
  Naples, FL
  Naples, FL
  Caledonia, MI
  Grand Rapids, MI
  Wyoming, MI
  Wyoming, MI
  Kalamazoo, MI
  Bonita Springs, FL
  Port Charlotte, FL
  Ann Arbor, MI
  Kalamazoo, MI
  Fort Myers, FL
  Rockford, MI
  Fort Myers, FL
  Cape Coral, FL
  Grandhaven, MI
  Portage, MI
  Traverse City, MI
  Holland, MI
  Ada, MI
  North Muskegon, MI
  Sterling Heights, MI
  Greenville, MI
  Byron Center, MI
• 2018-05-30 → 2020-08-24
  Comerica Securities
  Grand Rapids, MI
• 2017-04-10 → 2018-03-27
  Cuna Brokerage Services, Inc.
  Fort Myers, FL
  Tampa, FL
• 2016-08-10 → 2017-02-02
  Oneamerica Securities, Inc.
  Fort Myers, FL
  Tampa, FL
• 2016-12-06 → 2016-12-13
  Equitable Advisors, Llc
  Fort Myers, FL
• 2015-04-27 → 2016-07-22
  Cuna Brokerage Services, Inc.
  Fort Myers, FL
• 2014-12-08 → 2015-04-08
  J.P. Morgan Securities Llc
  Fort Myers, FL
• 2014-02-10 → 2014-11-11
  Cetera Investment Advisers Llc
  Cape Coral, FL
  Fort Myers, FL
• 2013-12-11 → 2014-02-05
  Cetera Investment Services Llc
  Cape Coral, FL
  Fort Myers, FL
  Fort Myers, FL
  Fort Myers, FL
• 2013-09-24 → 2013-11-13
  Asset & Financial Planning, Ltd
  Fort Myers, FL
• 2010-10-06 → 2013-08-09
  Fifth Third Securities, Inc.
  Kissimmee, FL
  Orlando, FL
  Ocoee, FL
  Clermont, FL
  Ocoee, FL
  Ocoee, FL
  Winter Garden, FL
  Orlando, FL
  Apopka, FL
  Apopka, FL
  Apopka, FL
  Fort Myers, FL
• 2006-05-15 → 2006-10-25
  Amsouth Investment Management Company Llc
  Memphis, TN
• 2006-02-24 → 2006-04-19
  Msi Financial Services, Inc.
  Orlando, FL
• 2003-10-10 → 2006-01-24
  Amsouth Investment Management Company Llc
  Orlando, FL
• 2003-03-11 → 2003-08-04
  Banc Of America Investment Services, Inc.
  Orlando, FL
• 2000-09-06 → 2003-03-12
  Truist Investment Services, Inc.
  Celebration, FL

Other Businesses

Independent Insurance Brokering; Aspida Life Insurance; 03/30/2023; Fixed Annuity / SBLI USA Life Insurance Company, Inc.; 12/15/2025; Fixed Annuity. Outside Employment; TWM Group; Associate Financial Advisor; Manage advisory business; 12767 24th Avenue, , Marne, MI, 49435; Investment-Related; 08/11/2025; 40 to 59 hours per month; 20 to 39 during trading hours / Family Sewing Center; Sewing teacher at Family Sewing Center in Grandville, MI.; Sewing Instructor. I will be teaching sewing classes at a local sewing shop for 4-5 hours a month.; 4950 Wilson Ave SW, , Grandville, MI, 49418; Not Investment-Related; 06/27/2026; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-04
• S63 Uniform Securities Agent State Law Examination
  2000-09-29

Designations

Other Names

• Amy J. Mcdonough
• Amy Mcdonough
• Amy A. Jensen
• Amy Jensen Mcdonough
• Amy Jensen
• Amy J. Datema
• Amy Allred Jensen
• Amy Allred Datema
• Amy A. Datema