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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Arcilesi simmons is a financial advisor with over 15 years of experience in the industry. Amanda is currently registered with Stifel Independent Advisors, LLC and is licensed to provide investment advice in several states. Previously, Amanda worked with Wells Fargo Advisors Financial Network, LLC, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Amanda specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Amanda is a Certified Financial Planner™ professional and holds several industry licenses and certifications.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
06/20/2023 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
UT
08/23/2012 - 07/05/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALT LAKE CITY UT)
UT
06/01/2009 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (SALT LAKE CITY UT)
UT
09/10/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SALT LAKE CITY UT)
BOTH
Issued 10/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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