Unclaimed
Amanda Clavino is a registered representative with Edward Jones, a firm with over $800 billion in regulatory assets under management. Amanda has been in the financial services industry since January 2007 and has experience in both banking and investment services. Amanda has also been an active real estate investor since 2021. Amanda's services focus on providing financial planning, pension consulting, and portfolio management for individuals and businesses. Amanda holds a Series 7TO, Series 66, and SIE licenses.
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.
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.
See schedule d - miscellaneous
1
2
GA
07/29/2024 - Present
Edward Jones (Calhoun GA)
BOTH
Issued 05/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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