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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 Davidson Stevens is a financial advisor with LPL Financial LLC, with over 13 years of experience in the financial services industry. Amanda has a proven track record of providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. She has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Amanda is also a registered representative of Cetera Advisors LLC and has worked with New England Securities, MetLife Securities Inc., and Metropolitan Life Insurance Company. Amanda holds a Series 7, 10, 24, 63 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
12/04/2019 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
FL
09/02/2015 - 12/17/2019
CETERA ADVISORS LLC (MAITLAND FL)
FL
04/23/2013 - 08/01/2014
NEW ENGLAND SECURITIES (ORLANDO FL)
FL
08/30/2006 - 08/01/2014
METLIFE SECURITIES INC. (ORLANDO FL)
NY
08/30/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LONG ISLAND CITY NY)
FL
04/20/2005 - 07/03/2007
NEW ENGLAND SECURITIES (ORLANDO FL)
BC
Issued 03/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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