Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Demaine is a financial advisor with Avantax Advisory Services. Amanda has been in the financial services industry since 2011 and is registered to provide investment advice in Minnesota. Amanda has worked with several firms over the years including First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, Investors Capital Corp., VSR Financial Services, Inc., and J.P. Turner & Company, L.L.C.. Amanda holds Series 7, Series 24 and Series 63 securities licenses. Amanda focuses on providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MN
07/05/2024 - Present
Avantax Advisory Services (ST CLOUD MN)
MN
04/09/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
04/09/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
04/09/2015 - 11/01/2017
GIRARD SECURITIES, INC. (ST CLOUD MN)
MN
04/09/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (St. Cloud MN)
MN
04/09/2015 - 11/29/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
MN
04/09/2015 - 11/29/2016
VSR FINANCIAL SERVICES, INC. (St. Cloud MN)
MN
04/09/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (ST. CLOUD MN)
BC
Issued 06/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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