Unclaimed
Amanda Spencer is an investment advisor representative at Mascoma Wealth Management, a firm that provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, charitable organizations, and businesses. Amanda has been in the industry since 2011 and has a Series 65 license. She is committed to helping clients achieve their financial goals and is dedicated to providing personalized advice and guidance.
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.
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.
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NH
09/27/2022 - Present
Mascoma Wealth Management (HANOVER NH)
IA
Issued 09/26/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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