Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Ashley Hale is a financial advisor at Ameriprise Financial Services, LLC, a firm with offices in Port Arthur, Orange, and Beaumont, Texas. Amanda Hale has been working in the financial industry since 2000.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
09/26/2022 - Present
Ameriprise Financial Services, LLC (Port Arthur TX)
TX
08/16/2021 - 09/26/2022
PNC INVESTMENTS (BEAUMONT TX)
TX
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (SOUR LAKE TX)
TX
01/05/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BEAUMONT TX)
TX
04/07/2008 - 12/17/2010
WELLS FARGO ADVISORS, LLC (BEAUMONT TX)
TX
03/19/2001 - 11/20/2007
CAPITAL ONE INVESTMENTS, LLC (BEAUMONT TX)
IA
01/12/2000 - 01/19/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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