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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Jean Sullivan is an Investment Adviser Representative with Frontier Asset Management, LLC. Amanda has been in the financial services industry for over 17 years. She is a registered Investment Advisor in Georgia. Amanda specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Financial Planning. Amanda has worked at firms such as Infinex Investments, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Investment Securities, Inc., Jackson National Life Distributors LLC and Wachovia Securities, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
WY
11/25/2019 - Present
Frontier Asset Management, LLC (SHERIDAN WY)
GA
12/10/2018 - 09/03/2019
INFINEX INVESTMENTS, INC. (Atlanta GA)
GA
12/23/2016 - 12/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
09/06/2006 - 11/10/2008
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
TN
09/20/2004 - 09/05/2006
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MO
11/13/2002 - 09/17/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 02/08/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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