Unclaimed
Amanda Spears is a financial advisor with J.P. Morgan Securities LLC. Amanda has been a registered financial advisor since 2007 and holds the Series 7, 9, 10, 63, 66, 99TO and SIE licenses. Amanda is also a registered Investment Advisor Representative (IAR) in Ohio and New York. Amanda is experienced in providing financial advice to individuals, corporations, and other institutions. Amanda also provides financial planning, pension consulting, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
08/24/2017 - Present
J.p. Morgan Securities LLC (Columbus OH)
TX
05/30/2017 - 06/07/2017
WEDBUSH SECURITIES INC. (DALLAS TX)
KS
09/10/2015 - 08/30/2016
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
TX
04/02/2014 - 05/30/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
ME
07/29/2013 - 01/27/2014
UBS FINANCIAL SERVICES INC. (PORTLAND ME)
TX
10/04/2012 - 03/01/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
OH
05/02/2012 - 06/12/2012
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
TX
08/23/2007 - 04/03/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 06/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/08/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/26/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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