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Amber lea E Singer

Charles Schwab & CO., Inc.

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About Amber lea E Singer

Amber lea Singer is a financial advisor associated with Charles Schwab & CO., Inc., who has been active in the industry since August 2005. Amber lea Singer has licenses to provide financial advice and products in Arizona and California. She is qualified to provide financial advice and products in both the Broker-Dealer and Investment Advisor spaces. Amber lea Singer has earned a variety of licenses including Series 6, Series 7 and Series 63, as well as the Securities Industry Essentials Examination (SIE). Previously, Amber lea Singer worked for VANGUARD MARKETING CORPORATION and INTERSECURITIES, INC.

Firm Information

Amber lea Singer is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Amber lea Singer’s Registration & Firm History

AZ

11/08/2005 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

PA

04/28/2004 - 07/20/2004

VANGUARD MARKETING CORPORATION (MALVERN PA)

FL

06/30/2004 - 07/16/2004

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 05/04/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/27/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Amber lea E Singer.
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