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Ami Lajuana Beck

Schwab Wealth Advisory, Inc.

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About Ami Lajuana Beck

Ami Lajuana Beck is a registered investment advisor representative with Schwab Wealth Advisory, Inc. and has been working in the financial services industry for over 12 years. Ami is licensed in 53 states and holds FINRA Series 6, 7, 63, and 66 licenses as well as the SIE exam. Previously, Ami worked with Charles Schwab & Co., Inc. in Santa Barbara, California and T. Rowe Price Investment Services, Inc. in Colorado Springs, Colorado.

Firm Information

Ami Beck is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Ami Beck’s Registration & Firm History

CO

07/13/2021 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CA

07/30/2018 - 10/13/2020

CHARLES SCHWAB & CO., INC. (Santa Barbara CA)

CO

03/13/2006 - 01/31/2007

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 07/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/10/2006

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 Ami Lajuana Beck.
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