Unclaimed
Amanda Candelmo Hawley is a financial advisor with over 20 years of experience. Amanda is a Registered Representative and Investment Advisor Representative with Cadaret, Grant & Co., Inc. and Grove Point Advisors, LLC. Amanda's experience spans multiple financial services firms, including LPL Financial LLC. Amanda specializes in providing financial planning, portfolio management and pension consulting services to individuals, families, and businesses. Amanda's commitment to her clients is reflected in the diverse range of clients she serves including individuals, businesses, high net worth individuals, charitable organizations, and pension and profit sharing plans.
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.
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.
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.
1
2
NY
03/08/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
MA
05/26/2015 - 01/18/2022
LPL FINANCIAL LLC (BOSTON MA)
MA
08/20/1999 - 11/18/2013
LPL FINANCIAL LLC (BOSTON MA)
BOTH
Issued 04/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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