Unclaimed
Amanda Jenkins is an investment advisor representative at First Command Advisory Services. Amanda has been in the industry since 2001 and has held registrations with various firms including Raymond James & Associates, Inc., Ameriprise Financial Services, Inc., and McDonald Partners LLC. Amanda specializes in financial planning and portfolio management for individuals. Amanda holds Series 6, 7, 24, 63 and 65 licenses.
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
TX
12/08/2022 - Present
First Command Advisory Services (FORT WORTH TX)
OH
11/10/2021 - 11/23/2022
MCDONALD PARTNERS LLC (CLEVELAND OH)
MI
09/28/2018 - 11/08/2021
RAYMOND JAMES & ASSOCIATES, INC. (Grand Rapids MI)
MI
11/30/2016 - 10/02/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Grand Rapids MI)
MI
07/18/2008 - 11/30/2016
RAYMOND JAMES & ASSOCIATES, INC. (GRAND RAPIDS MI)
MI
10/09/2004 - 07/29/2008
NATCITY INVESTMENTS, INC. (GRAND RAPIDS MI)
OH
02/10/2004 - 09/15/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
02/20/2001 - 01/16/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 11/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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