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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 Little is a financial advisor at Morgan Stanley. Amanda has been in the financial services industry since 2007 and is licensed to provide investment advice in 52 states and the District of Columbia. Amanda is also a registered Investment Advisor (IA) in California, Oklahoma, and Texas. Amanda holds the Series 7TO, SIE, and Series 66 securities licenses. Amanda is a member of the Financial Industry Regulatory Authority (FINRA). Amanda has experience working with individual investors, high-net-worth individuals, businesses, and institutions. Amanda provides a variety of financial services including financial planning, portfolio management, and investment advice. Amanda is also a member of the Morgan Stanley team that provides asset allocation advice. Outside of the financial industry, Amanda is the sole proprietor of Gallery 7A in Newhall, California, a business focused on art and culture.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
09/29/2021 - Present
Morgan Stanley (Plano TX)
BOTH
Issued 09/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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