Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Paliska is a financial advisor at Peak Retirement Planning, Inc. Amanda has been in the financial services industry for over 6 years. Amanda holds the Series 66 and Series 7 licenses. Amanda is also a Certified Financial Planner. Amanda has experience working with individual clients and has a strong focus on financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
08/07/2024 - Present
Peak Retirement Planning, Inc. (COLUMBUS OH)
OH
10/18/2018 - 09/07/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE OH)
OH
09/01/2017 - 09/24/2018
TRIAD ADVISORS LLC (Westlake OH)
BOTH
Issued 12/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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