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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 Harake is a financial advisor registered with Fidelity Personal and Workplace Advisors. Amanda has been in the industry since 2017 and has experience with both individual and business clients. Amanda holds Series 7 and Series 66 licenses, as well as the SIE exam. Amanda is registered in 15 states and specializes in investment management, financial planning, and retirement planning. Amanda has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals.
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.
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.
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2
CA
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND HILLS CA)
CA
10/27/2017 - 08/14/2018
DFPG INVESTMENTS, INC. (Calabasas CA)
CA
09/15/2017 - 11/08/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CALABASAS CA)
BOTH
Issued 10/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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