Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Van schaik is a financial advisor with over 15 years of experience in the industry. Amanda currently works with CUSO Financial Services, LP. Amanda is registered to provide investment advice in 42 states and the District of Columbia. Amanda also holds Series 6, 7TO, 63 and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
04/29/2019 - Present
Cuso Financial Services, LP (Beavercreek OH)
OH
04/09/2018 - 04/26/2019
VALIC FINANCIAL ADVISORS, INC. (COLUMBUS OH)
OH
05/22/2017 - 04/16/2018
NATIONWIDE SECURITIES, LLC (HILLSBORO OH)
OH
03/25/2017 - 05/08/2017
MML INVESTORS SERVICES, LLC (Beavercreek OH)
OH
02/24/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Beavercreek OH)
OH
01/31/2011 - 02/14/2017
NATIONWIDE SECURITIES, LLC (HILLSBORO OH)
OH
11/22/2010 - 12/20/2010
ALLSTATE FINANCIAL SERVICES, LLC (WEST CHESTER OH)
OH
04/01/2008 - 10/18/2010
CADARET, GRANT & CO., INC. (BEAVERCREEK OH)
OH
09/05/2007 - 04/02/2008
NATCITY INVESTMENTS, INC. (CENTERVILLE OH)
OH
01/24/2007 - 08/21/2007
PRUCO SECURITIES, LLC. (BEAVERCREEK OH)
IL
09/12/2000 - 01/05/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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