Unclaimed
Amy Schiel is a registered representative of Benjamin F. Edwards & Company, Inc. Amy has been in the securities industry since September 2022. Amy is registered with FINRA and in 25 states for the sale of securities and in 2 states for investment advisory services. Amy offers a variety of services to individuals, families, businesses, and retirement plans. Services include financial planning, portfolio management, and educational seminars.
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.
1
2
CO
01/03/2023 - Present
Benjamin F. Edwards & Company, Inc. (GREENWOOD VILLAGE CO)
BOTH
Issued 10/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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