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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Christine Long is a financial advisor at Mariner Wealth. Amanda has been working in the financial industry since 2011 and has experience with a variety of firms. She has worked at Barclays Wealth, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank, N.A. before joining Mariner Wealth. Amanda is a Certified Financial Planner and has Series 7, 7TO, SIE, and 66 licenses. She is registered in Oregon and Washington. Amanda specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, businesses, 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.
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.
Family office services
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
OR
02/16/2021 - Present
Mariner Wealth (Portland OR)
WA
05/16/2016 - 03/02/2021
MORGAN STANLEY (SEATTLE WA)
MO
12/04/2015 - 12/04/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NY
03/13/2012 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
BOTH
Issued 02/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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