Unclaimed
Amanda Campos is a financial professional with a passion for helping individuals achieve their financial goals. Amanda has been in the financial services industry since January 7, 2019, and is licensed in California and Oklahoma. She is a Series 6 and Series 63 licensed professional, having passed the Securities Industry Essentials Examination (SIE) in March 2018 and the Uniform Securities Agent State Law Examination (Series 63) in August 2020. Amanda currently works with PFS Investments Inc., and specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/06/2020 - Present
PFS Investments Inc. (RIVERSIDE CA)
CA
01/10/2017 - 03/08/2018
PFS INVESTMENTS INC. (RIVERSIDE CA)
BC
Issued 08/31/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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