Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Friend is a financial advisor with Morgan Stanley. Amanda has been in the financial services industry since 2020. She has a Series 7, Series 63, Series 65 and Series 99TO licenses. Amanda has experience working with individuals, high-net-worth individuals, businesses, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. She provides financial planning, portfolio management, and other advisory services.
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
UT
07/31/2023 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
09/04/2020 - 12/22/2020
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
IA
Issued 07/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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