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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 Elizabeth Keller is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Amanda has been in the industry since 2004. Amanda is licensed in California and Georgia. Amanda's previous experience includes working with Thrivent Investment Management Inc.. Amanda is currently registered with Cambridge Investment Research Advisors, Inc. and has been registered with them since 2012. Amanda is a Series 66, SIE and Series 7 licensed representative. Amanda has specializations in 1, 2, 3, 4, 5, 6, and 8. Amanda works with high-net-worth individuals, individuals other than high-net-worth, state or municipal government entities, charitable organizations, and pension and profit-sharing plans. Amanda offers a variety of investment services including financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Amanda is licensed as an independent insurance agent for various independent insurance companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CA
04/12/2012 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD CA)
SC
04/13/2004 - 12/14/2010
THRIVENT INVESTMENT MANAGEMENT INC. (MT PLEASANT SC)
BOTH
Issued 08/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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