Unclaimed
Amanda Schrama is a financial advisor with over 10 years of experience in the financial industry. Amanda is registered with Nylife Distributors LLC and holds a Series 7, Series 6, and Series 66 license. Amanda has previously held positions with firms like NUVEEN SECURITIES, LLC, DWS DISTRIBUTORS, INC. and MORGAN STANLEY.
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.
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.
1
2
MA
05/03/2024 - Present
Nylife Distributors LLC (Scituate MA)
NC
02/19/2020 - 04/15/2024
NUVEEN SECURITIES, LLC (CHARLOTTE NC)
IL
03/13/2018 - 02/24/2020
DWS DISTRIBUTORS, INC. (CHICAGO IL)
IL
12/08/2014 - 02/27/2018
MORGAN STANLEY (CHICAGO IL)
IL
02/21/2014 - 05/28/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 01/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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