Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Harvey is a financial advisor with over 20 years of experience in the financial services industry. Amanda is a Certified Financial Planner and is currently registered with Uplevel Wealth in Portland, Oregon. Amanda previously worked with Charles Schwab & Co., Inc. in Westlake, Texas. Amanda specializes in financial planning and portfolio management for individuals and high net worth 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.
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
OR
03/29/2021 - Present
Uplevel Wealth (PORTLAND OR)
TX
11/13/2001 - 04/29/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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