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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 Ogg is a financial advisor who has been in the industry since 2003. She is currently registered with Morgan Stanley in Ohio and Texas. Amanda has a wide range of experience working for UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. She has experience in portfolio management for individuals, businesses, and investment companies. Amanda's areas of expertise include asset allocation, financial planning, and pension consulting. She also provides educational seminars to her clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
04/02/2020 - Present
Morgan Stanley (Dublin OH)
OH
10/31/2008 - 09/10/2010
UBS FINANCIAL SERVICES INC. (COLUMBUS OH)
OH
04/02/2007 - 11/03/2008
MORGAN STANLEY & CO. INCORPORATED (DUBLIN OH)
OH
06/21/2004 - 04/02/2007
MORGAN STANLEY DW INC. (DUBLIN OH)
NY
10/09/2000 - 10/09/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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