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Amy J
Series 63, Series 65
Henderson, NV
Transce3nd LLC
Amy Joslin is a financial advisor at Transce3nd LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Realta Equities, Wealth Strategies Advisory Group, and Center Street Securities. Joslin is involved with multiple entities within the Wealth Strategies business family. Transce3nd LLC serves a broad range of clients including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.
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