Amelia Shechet (CRD# 7901689) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Hendersonville, NC and has 1 year of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Apr 2024 - Current | < 1 |
| J Biance Wealth Management | Hendersonville, NC | Apr 2024 - Current | < 1 |
| J Biance Financial | Hendersonville, NC | Jun 2022 - Current | 1 |
| Gaston Business Association | Gastonia, NC | Aug 2021 - Jun 2022 | < 1 |
| Western North Carolina Ordinariate | Hendersonville, NC | Jun 2021 - Jun 2022 | 1 |
| Appalachian Coffee Company | Hendersonville, NC | May 2018 - Jun 2022 | 4 |
| Belmont Abbey College | Belmont, NC | Aug 2018 - May 2022 | 3 |
| Nellies Southern Kitchen | Belmont, NC | Oct 2018 - Feb 2019 | < 1 |
| Hendersonville High School | Hendersonville, NC | Sep 2015 - Jun 2018 | 2 |
| Middle School & High School | San Diego, CA | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- NC
-
Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
-
Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.