Amanda Schneider (CRD# 7011488) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Union, IA and has over 5 years of experience in the finance industry.
CRD# 5494235
Edward Jones
CRD# 2456118
Cetera Investment Advisers LLC
CRD# 5914520
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Wealth Partners | West Union, IA | Jun 2023 - Current | < 1 |
| Schneider Financial LLC | West Union, IA | Feb 2019 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | West Union, IA | Jan 2019 - Current | 5 |
| Raymond James Financial Services, Inc. | West Union, IA | Oct 2018 - Current | 5 |
| Central Community School District | Elvader, IA | Jan 2020 - Oct 2020 | < 1 |
| Rental Real Estate | Elkader, IA | Apr 2016 - May 2019 | 3 |
| Truenorth Companies | Cedar Rapids, IA | Aug 2016 - Sep 2018 | 2 |
| Sag Wagon | Center Point, IA | Apr 2016 - Feb 2017 | < 1 |
| Transamerica | Cedar Rapids, IA | May 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- IA
- TX
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Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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