Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Contreras is a financial professional with over 7 years of experience in the financial services industry. Amy is currently registered with Charles Schwab & Co., Inc. in The Woodlands, Texas, where she helps clients with their financial goals. Amy has a strong background in financial planning, and holds a Series 7 and Series 63 license. Amy also holds the SIE certification. Before joining Charles Schwab, Amy worked for TD Ameritrade and AXA Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (The Woodlands TX)
TX
09/14/2017 - 12/31/2023
TD AMERITRADE, INC. (The Woodlands TX)
TX
01/21/2016 - 07/26/2017
AXA ADVISORS, LLC (HOUSTON TX)
BC
Issued 03/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Amy Contreras is the right advisor for you? Invested Better is here to help.
