Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Wickard is a financial advisor licensed to provide investment advice in 52 states and the District of Columbia. Amanda Wickard is registered with Oppenheimer & Co. Inc. and has been in the industry since July 2020. Amanda Wickard has passed the Series 63, Series 7TO, and the SIE exams. Amanda Wickard offers financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MI
07/18/2020 - Present
Oppenheimer & Co. Inc. (EAST LANSING MI)
BC
Issued 12/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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