Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Elizabeth Woolery is a financial professional with over five years of experience in the industry. Amy is currently registered with Charles Schwab & Co., Inc. and has been with them since January 2022. Before that, Amy was registered with TD Ameritrade, Inc. for almost five years, from October 2017 to January 2022. Amy holds the Series 27, Series 99TO, and SIE licenses. Amy focuses on providing comprehensive financial planning and investment advice to individuals and families.
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
NE
01/18/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/18/2017 - 01/18/2022
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 10/18/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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