Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Glennon is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA. Amanda has a strong background in financial services and is committed to providing personalized wealth management solutions to help clients achieve their financial goals. Amanda holds the Series 63, Series 65, and Series 7 licenses. She is also a graduate of the University of Massachusetts Boston. Amanda is a dedicated advisor with a passion for helping clients succeed.
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.
A percentage of the total value of assets under management is charged.
Selection of other advisers fees
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2
MA
01/24/2024 - Present
SHP Wealth Management, LLC (PLYMOUTH MA)
MA
06/27/2023 - 12/04/2023
PACKERLAND BROKERAGE SERVICES, INC. (Westwood MA)
MA
02/14/2022 - 12/05/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
11/23/2021 - 01/18/2022
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 09/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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