Unclaimed
Amanda Ames is a financial advisor with over 20 years of experience in the industry. Amanda is registered with LPL Financial LLC, a large broker-dealer that manages over $463 billion in assets. Amanda holds her Series 7, Series 63, and SIE licenses. Prior to joining LPL Financial LLC, Amanda worked for SII INVESTMENTS, INC. Amanda is based out of CHANUTE, KS, where she works with clients on a variety of financial planning needs.
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.
1
2
KS
12/15/2006 - Present
LPL Financial LLC (CHANUTE KS)
KS
05/23/2000 - 12/07/2006
SII INVESTMENTS, INC. (CHANUTE KS)
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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