Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Catherine Prescott is a financial advisor with Fidelity Personal And Workplace Advisors. Amanda has been in the financial services industry since May 2016. Amanda holds Series 6, 7, and 66 securities licenses and has been registered in 38 states. Amanda's previous experience includes roles at Valic Financial Advisors, Inc., J.P. Morgan Securities LLC, TD Ameritrade, Inc., and Scottrade, Inc. Amanda specializes in financial planning, portfolio management for individuals and businesses, educational seminars, and the selection of other advisors.
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.
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
FL
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (THE VILLAGES FL)
FL
09/21/2020 - 10/13/2021
VALIC FINANCIAL ADVISORS, INC. (GAINESVILLE FL)
TX
02/05/2019 - 06/24/2020
J.P. MORGAN SECURITIES LLC (LUBBOCK TX)
TX
02/26/2018 - 10/09/2018
TD AMERITRADE, INC. (LUBBOCK TX)
TX
04/03/2017 - 02/26/2018
SCOTTRADE, INC. (LUBBOCK TX)
FL
04/29/2015 - 10/19/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)
BOTH
Issued 08/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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