Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Fitz is a registered representative with Wells Fargo Clearing Services, LLC, where she has been employed since September 2024. Amanda has been in the securities industry since January 31, 2020. She has held previous roles at Wealthfront Brokerage LLC, Robinhood Financial, LLC, and Vanguard Marketing Corporation. Amanda holds the Series 63 and Series 66 licenses and the Series 7TO and SIE exams. Amanda holds registrations in 53 states and districts for broker-dealer activities and 2 states for investment advisor activities.
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.
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.
Investment consulting services to institutional clients
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
MO
10/04/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
CA
10/04/2022 - 02/22/2023
WEALTHFRONT BROKERAGE LLC (PALO ALTO CA)
AZ
01/05/2021 - 08/05/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
10/25/2019 - 12/16/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 12/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2019
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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