Unclaimed
Amanda Ann Alksnitis is a financial advisor who has been in the industry since December 24, 2013. Amanda is currently registered with Cetera Investment Advisers LLC and The Patriot Financial Group, LLC. Amanda has a wide range of experience in the financial services industry and holds several licenses and certifications. Amanda specializes in providing financial planning, portfolio management, and educational seminars. Amanda has previously worked with Securities America, Inc. and Equity Services, Inc. Amanda is committed to 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
05/10/2023 - Present
Cetera Investment Advisers LLC (PEMBROKE NH)
NH
09/13/2019 - 12/15/2022
SECURITIES AMERICA, INC. (PEMBROKE NH)
NH
10/18/2016 - 09/19/2019
EQUITY SERVICES, INC. (Manchester NH)
NH
09/06/2013 - 06/29/2016
NEXT FINANCIAL GROUP, INC. (CONCORD NH)
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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