Amy PengCRD Number: 5292851
Current Firm: Charles Schwab & Company, Inc.
Amy Peng (CRD# 5292851) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pasadena, CA and has over 8 years of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Charles Schwab & Company, Inc.||Pasadena, CA||May 2010 - Current||6|
|Charles Schwab Bank||Pasadena, CA||May 2010 - Current||6|
|Unemployed||Palo Alto, CA||Aug 2009 - Apr 2010||< 1|
|Barclays Capital Inc.||San Francisco, CA||Sep 2008 - Jul 2009||< 1|
|Lehman Brothers Inc.||New York, NY||Aug 2008 - Sep 2008||< 1|
|Transamerica Financial Advisors||Los Angeles, CA||Feb 2007 - Aug 2008||1|
|Usc||Los Angeles, CA||Sep 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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