Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Mongillo is a financial advisor with Osaic Institutions, Inc., a firm headquartered in Meriden, CT. Amanda has been in the industry since 2010 and is currently registered as a broker in Connecticut. Amanda has a strong understanding of the investment industry and has earned the Series 6 and Series 63 licenses. Amanda is dedicated to providing financial guidance to individuals and corporations and has experience in portfolio management, financial planning, and pension consulting. Amanda Mongillo is committed to providing clients with personalized financial advice and helping them achieve 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
CT
01/30/2023 - Present
Osaic Institutions, Inc. (South Windsor CT)
AL
03/31/2022 - 03/08/2023
INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)
CT
01/11/2019 - 12/03/2019
INFINEX INVESTMENTS, INC. (Southington CT)
AL
09/11/2018 - 01/29/2019
PROEQUITIES, INC. (BIRMINGHAM AL)
MN
08/04/2017 - 07/12/2018
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
IA
05/16/2011 - 12/31/2016
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
NH
12/05/2007 - 01/03/2011
LIBERTY LIFE SECURITIES LLC (DOVER NH)
NH
08/27/2007 - 12/31/2007
LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)
CT
03/02/2007 - 08/03/2007
HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)
BC
Issued 08/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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