Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Picard is a financial advisor at Charles Schwab & Co., Inc. Amanda has been in the industry since 2013. Amanda has Series 7, Series 9, Series 10, Series 63, and Series 66 licenses and the SIE exam. She is registered with the state of California and other states including Arizona, Colorado, Connecticut, Florida, Idaho, Illinois, Michigan, Minnesota, Missouri, Montana, New Jersey, New York, Oklahoma, Oregon, South Carolina, Texas, Utah, Virginia, Washington, and Wyoming. Amanda's previous experience includes working for TD AMERITRADE, INC. and SCOTTRADE, INC. Besides her work as a financial advisor, Amanda also works as a streamer on Twitch and a driver for UberEats.
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
1
2
CA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Sacramento CA)
CA
02/26/2018 - 12/31/2023
TD AMERITRADE, INC. (Roseville CA)
CA
08/12/2013 - 02/26/2018
SCOTTRADE, INC. (CARMICHAEL CA)
BOTH
Issued 01/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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