Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Depriest is a registered investment advisor with Robert W. Baird & Co. Inc. She is based in Denver, Colorado and has been in the industry since 2017. Amanda is licensed in 31 states, and holds the Series 66, Series 63, Series 7, and SIE licenses. She has previously worked at Charles Schwab & Co., Inc. and WELLS FARGO CLEARING SERVICES, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CO
04/07/2022 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
11/05/2019 - 04/11/2022
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
CO
02/13/2017 - 08/14/2018
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 05/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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