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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 Wolfe is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Amanda has been in the industry since 1990 and has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Amanda is a licensed investment advisor and holds a series 63, 65, and 7 license. She is also a registered representative with FINRA. Amanda is dedicated to helping her clients achieve their financial goals and provides a range of services including investment management, retirement planning, and estate planning. In addition to her work at Merrill Lynch, Amanda is also active in her community. She is a member of the Temple Baptist Church in Norfolk, Virginia, and volunteers her time to various charitable organizations.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
05/24/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (VIRGINIA BEACH VA)
VA
11/15/2006 - 02/26/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)
MO
09/01/2004 - 01/17/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
09/11/2002 - 05/17/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
VA
04/26/2000 - 10/10/2001
DAVENPORT & COMPANY LLC (RICHMOND VA)
MO
10/01/1999 - 05/16/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/20/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 05/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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