Unclaimed
Amanda Ens is a financial advisor at Citigroup Global Markets Inc. and Citi Private Alternatives, LLC. Amanda has been in the financial industry since 2006, and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BOFA Securities, Inc. Amanda holds the Series 7, 57, 63, 66, 31, and SIE licenses, and is registered with the Financial Industry Regulatory Authority (FINRA). Amanda provides advisory services to clients in Florida, including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/09/2024 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
03/09/2020 - 08/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
NY
05/10/2019 - 03/10/2020
BOFA SECURITIES, INC. (NEW YORK NY)
NY
05/24/2016 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/26/2006 - 03/03/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/2/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/27/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2017
Series 57 - Securities Trader Exam
BC
Issued 5/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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