Unclaimed
Amanda Marie Schneider is a financial advisor with Raymond James Financial Services Advisors, Inc. Amanda is active in both the Broker/Dealer and Investment Advisor space. Amanda is registered in 26 states and is a Series 66, 7TO, 9, and 10 licensed professional. Amanda is a dedicated advisor and is committed to helping her clients reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IA
08/12/2020 - Present
Raymond James Financial Services Advisors, Inc. (WEST UNION IA)
BOTH
Issued 12/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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