Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Greene is a financial advisor with Charles Schwab & CO., Inc. in Omaha, Nebraska. She has been in the industry since 2011. Amy has a Series 7 and Series 66 license and holds the SIE designation. She previously worked for TD Ameritrade, Inc., TD Ameritrade Clearing, Inc. and Securian Financial Services, Inc. Amy is registered as an Investment Advisor Representative in Nebraska.
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
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2
NE
10/05/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
05/04/2018 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
NE
05/03/2018 - 12/31/2023
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
04/15/2011 - 04/24/2018
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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