Unclaimed
Autumn Blondell is a registered representative with Charles Schwab & Co., Inc. with over 18 years of experience in the financial services industry. Autumn has held previous roles with TD Ameritrade, Inc. and Independent Financial Group, LLC. Autumn is licensed in Arizona and California. Autumn has passed the Series 63, Series 7, Series 9, and Series 10 examinations. Autumn is a financial advisor specializing in financial planning, portfolio management, 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
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2
AZ
12/18/2006 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
09/12/2022 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
AZ
08/16/2005 - 10/17/2006
INDEPENDENT FINANCIAL GROUP, LLC (PHOENIX AZ)
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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