Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Bain is a financial advisor with over 4 years of experience in the industry. Amanda is currently registered with Charles Schwab & CO., Inc.. Amanda has previously been registered with PURSHE KAPLAN STERLING INVESTMENTS. Amanda has passed the Series 63, Series 7TO, SIE exams. Amanda also holds the no known designation. Amanda specializes in brokerage services, assisting clients with investment strategies and market analysis.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
04/12/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
TX
09/24/2020 - 01/28/2021
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
BC
Issued 6/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 8/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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