Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Zack is a financial advisor with LPL Financial LLC. Amanda has been in the financial services industry since 2014. She is registered to provide advisory services in 33 states and the District of Columbia, including West Virginia. Amanda offers a range of services, including financial planning, portfolio management, and consulting services for both individuals and businesses. Prior to joining LPL Financial LLC, Amanda was associated with Morgan Stanley for approximately 10 years.
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
WV
06/24/2024 - Present
LPL Financial LLC (Harpers Ferry WV)
DC
10/10/2014 - 06/25/2024
MORGAN STANLEY (Washington DC)
BOTH
Issued 02/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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