Unclaimed
Amanda Cameron Turner has been a registered representative for over 20 years, working in the financial services industry since 2001. Amanda holds several licenses and certifications including Series 7, Series 31, Series 66, and SIE. Currently, Amanda works for Merrill Lynch, Pierce, Fenner & Smith Inc. in Columbia, South Carolina, where she has been employed since August 2001. Amanda's expertise in financial planning and investment services spans a broad range of clients including individuals, businesses, and institutions. Amanda is a highly experienced advisor with a deep understanding of the financial markets and a commitment to helping her clients achieve their financial goals.
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
SC
11/02/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (COLUMBIA SC)
NY
12/21/2000 - 09/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/2000
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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