Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Legler is a financial advisor with Schwab Wealth Advisory, Inc. Amanda is registered in 18 states and holds a Series 7, Series 63, Series 66, and SIE license. Amanda has been working in the financial industry since April 2013 and has experience working with clients in Indiana and other states. Amanda is a Certified Financial Planner and is a member of the Purdue University HTM Strategic Alliance Council.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
03/26/2024 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
04/04/2013 - 11/21/2014
PRINCOR FINANCIAL SERVICES CORPORATION (Indianapolis IN)
IN
01/04/2013 - 02/14/2013
SECURIAN FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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