Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Totten is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives and over $825 billion in assets under management. Amanda has been in the industry for over 8 years and has a Series 7, 66, and SIE license. Amanda is a registered investment advisor representative and has a strong track record of helping clients achieve their financial goals. Amanda has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Amanda is committed to providing personalized financial advice and guidance to help her clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
01/27/2020 - Present
Edward Jones (ELYRIA OH)
OH
09/17/2019 - 11/12/2019
AXA ADVISORS, LLC (AKRON OH)
CO
08/16/2016 - 05/09/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 01/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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