Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Wirth is a financial advisor with over 7 years of experience in the financial services industry. She is currently registered with MGI Funds Distributors, LLC, a firm that specializes in distributing mutual funds. Previously, she worked as a financial advisor at Morgan Stanley and PlanMember Securities Corporation. She holds a Series 6, 7, 24, 63, and 65 license, along with the SIE certification. Amanda is registered to provide investment advice in all 50 states and the District of Columbia.
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.
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.
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2
DC
10/25/2021 - Present
MGI Funds Distributors, LLC (Washington DC)
DC
01/30/2017 - 06/23/2021
MORGAN STANLEY (Washington DC)
CA
11/30/2015 - 12/12/2016
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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