Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Grace Brown is an investment advisor representative who has been in the industry since 2002. Amanda is currently registered with Wells Fargo Advisors Financial Network, LLC and holds a Series 66, Series 7, Series 9, Series 31, and SIE license. Amanda has previously worked with WELLS FARGO CLEARING SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC. Amanda specializes in providing financial planning, investment consulting services, and portfolio management to a wide range of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations.
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.
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CA
06/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LA JOLLA CA)
CA
06/04/2009 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)
CA
06/01/2006 - 06/15/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
NY
09/04/2002 - 06/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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