Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Rae Perkins is a registered representative with Charles Schwab & CO., Inc. Amanda Perkins has been in the financial industry for over 13 years. Amanda Perkins has 23 state licenses and has passed the Series 66, Series 63, SIE and Series 7 exams. Amanda Perkins is located in Cincinnati, Ohio and can assist with the following services: financial planning and selection of other advisers. Amanda Perkins is also an Independent Stylist with Color Street.
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
OH
05/06/2014 - Present
Charles Schwab & CO., Inc. (Cincinnati OH)
BOTH
Issued 05/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Amanda Perkins is the right advisor for you? Invested Better is here to help.
