Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Hadley Harrelson is a financial advisor with over 18 years of experience in the financial services industry. Amanda is currently registered with Osaic Advisory Services, LLC, and has previously been registered with Securities America, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services, Inc. Amanda is a Certified Financial Consultant and holds the Series 6, 7, 63, and 66 licenses. Amanda specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and retirement plans.
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.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
AL
10/24/2019 - 06/14/2024
SECURITIES AMERICA, INC. (AUBURN AL)
AL
09/20/2019 - 10/23/2019
CETERA ADVISOR NETWORKS LLC (AUBURN AL)
AL
03/10/2017 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (AUBURN AL)
AL
09/29/2005 - 09/21/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OPELIKA AL)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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