Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Lenz is a financial professional with over 10 years of experience in the financial services industry. She is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC. Previously, Amanda Lenz worked as a Registered Representative with First Allied Securities, Inc. She is a Series 6, 7, 63 and 65 licensed professional. Amanda Lenz is dedicated to helping individuals and families achieve their financial goals. She provides a range of financial services including financial planning, portfolio management, and retirement planning.
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.
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
WA
03/10/2023 - Present
Cetera Investment Advisers LLC (CENTRALIA WA)
WA
02/18/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CENTRALIA WA)
IA
Issued 5/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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