Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Leigh Termuende is a financial advisor who has been in the industry since 2006. Amy currently works at Charles Schwab & CO., Inc., but has previously worked at TD AMERITRADE, INC., and AMERITRADE, INC. Amy holds the Series 7, Series 24, and Series 66 securities licenses and the SIE exam. Amy is registered in Iowa and Nebraska. Amy specializes in financial planning and selection of other advisors.
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
NC
05/12/2021 - Present
Charles Schwab & CO., Inc. (Charlotte NC)
NE
04/22/2006 - 10/20/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
03/09/2006 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 03/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Amy Termuende is the right advisor for you? Invested Better is here to help.
