Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Ugarte is a financial professional with over a decade of experience in the industry. Amanda has held positions at several prominent firms, including PJT Partners LP, Park Hill Group LLC, and Morgan Stanley & Co. LLC. Amanda is currently registered with Lazard Freres & Co. LLC and is licensed to conduct business in all 50 states. Amanda holds a Series 7, Series 24, Series 63, Series 79TO, and SIE license.
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.
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.
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2
NY
11/10/2021 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
02/10/2016 - 03/19/2021
PJT PARTNERS LP (NEW YORK NY)
NY
07/18/2018 - 08/31/2020
PARK HILL GROUP LLC (NEW YORK NY)
NY
09/07/2009 - 10/13/2015
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 03/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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