Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Peabody is a financial professional with over 10 years of experience in the financial services industry. Amanda currently works as a Registered Investment Advisor at Osaic FA, Inc. where she has been since 2023. Prior to that, Amanda was with CUSO FINANCIAL SERVICES, L.P. in West Chester, PA. She is a licensed professional in Pennsylvania and holds Series 6, 63, and 65 licenses, as well as the SIE exam. Amanda provides a variety of financial services including financial planning, portfolio management, and educational seminars. Amanda specializes in working with high net worth individuals, corporations, and 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.
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.
Retirement plan consulting services provided on a limited basis.
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
PA
09/14/2023 - Present
Osaic FA, Inc. (EXTON PA)
PA
10/10/2014 - 11/08/2017
CUSO FINANCIAL SERVICES, L.P. (WEST CHESTER PA)
IA
Issued 11/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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