Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Demas is a financial professional with over 17 years of experience in the industry. Amanda is currently registered with Charles Schwab & Co., Inc. and has previously worked with BMO Nesbitt Burns Securities Ltd., BMO Harris Financial Advisors, Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Northern Trust Securities, Inc., and TD Waterhouse Investor Services, Inc. Amanda has a strong track record of providing financial advice and guidance to clients and has a deep understanding of the financial markets.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
10/05/2022 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
NA
07/01/2021 - 07/25/2022
BMO NESBITT BURNS SECURITIES LTD. (TORONTO, ONTARIO )
IL
10/28/2015 - 10/15/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
10/01/2012 - 11/05/2015
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
03/27/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/17/2001 - 05/02/2003
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NE
01/27/2000 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 01/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/04/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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