Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Elizabeth Isherwood is a financial advisor registered with Schwab Wealth Advisory, Inc. Samantha has been in the industry since November 7, 2022, and is licensed to provide financial advice in 51 states and the District of Columbia. Samantha specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
08/21/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 08/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Samantha Isherwood is the right advisor for you? Invested Better is here to help.
