Unclaimed
Amanda Jane Roland is a financial advisor in Bentonville, Arkansas. Amanda Jane Roland has been working in the financial industry for 18 years. She is a registered representative with LPL Financial LLC and is licensed to sell securities in Arkansas. Amanda Jane Roland also holds Series 66, Series 7 and SIE licenses. Before joining LPL Financial LLC, Amanda Jane Roland worked at ARVEST ASSET MANAGEMENT in Bella Vista, Arkansas. Amanda Jane Roland has experience in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
04/10/2012 - Present
LPL Financial LLC (BENTONVILLE AR)
AR
10/05/2004 - 05/07/2012
ARVEST ASSET MANAGEMENT (BELLA VISTA AR)
BOTH
Issued 10/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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