Kate Amdall, CWS®

VP - Financial Consultant

+1 205-968-6945

Financial credentials

  • Certified Wealth Strategist®
  • Series 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Branch Manager, TD Ameritrade, 2018-2020
  • Branch Manager, Scottrade, 2005-2018
  • Broker, Scottrade, 2002-2005

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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