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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 Young is a financial advisor who has been in the industry for six years. Amanda has experience working with a variety of clients, including individuals, families, and businesses. Amanda holds the Series 7, Series 66, and Series 63 licenses, as well as the SIE exam. Amanda is a Certified Financial Planner and is affiliated with Avantax Planning Partners, Inc. Amanda's practice is focused on providing financial planning services to individuals, families, and small businesses. Amanda is committed to helping her clients achieve their financial goals and has a strong understanding of investment strategies and retirement planning. Amanda is a registered investment advisor in Arizona and Missouri.
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.
A percentage of the total value of assets under management is charged.
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2
IA
12/12/2023 - Present
Avantax Planning Partners, Inc. (DUBUQUE IA)
MO
11/03/2022 - 11/17/2023
ROCKEFELLER FINANCIAL LLC (Chesterfield MO)
MO
04/26/2016 - 03/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
BC
Issued 11/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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