Unclaimed
Amanda Grace Deveaux is a financial advisor at Morgan Stanley. Amanda has been in the industry since 2014. Amanda holds licenses to practice in 49 states and in Texas, they are also registered to practice as an Investment Advisor Representative. Amanda specializes in investment advisory services for individuals, businesses, and institutions. Amanda is a member of the Financial Industry Regulatory Authority (FINRA) and is subject to their rules and regulations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
07/14/2023 - Present
Morgan Stanley (Farmington Hills MI)
MI
11/16/2015 - 06/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (TROY MI)
MI
06/09/2014 - 11/03/2015
HANTZ FINANCIAL SERVICES, INC. (CLINTON TOWNSHIP MI)
BOTH
Issued 02/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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