Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Aguilar is a financial advisor with LPL Financial LLC, located in Glendale, California. Amanda has been in the industry since 2017 and has experience working with clients in the areas of financial planning, portfolio management, and investment advice. Amanda holds both a Series 66 and Series 7 licenses, as well as a SIE. Amanda has also earned the Certified Financial Planner designation. In addition to Amanda's experience at LPL Financial LLC, Amanda previously worked at J.P. Morgan Securities LLC and AXA Advisors, LLC. Amanda's focus is on helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/19/2022 - Present
LPL Financial LLC (GLENDALE CA)
CA
06/15/2018 - 11/07/2021
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
06/12/2017 - 06/15/2018
AXA ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 07/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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