Unclaimed
Amanda Therrien is a registered representative with Money Concepts Capital Corp. Amanda has been in the industry since December 19, 2012. Amanda is registered with the state of Florida. Amanda has passed the Series 7, Series 99, and SIE exams. Amanda's firm, Money Concepts Capital Corp. provides advisory services for Individuals, Businesses, and Pension 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
12/19/2012 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amanda Therrien is the right advisor for you? Invested Better is here to help.