Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Jaquish is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Amanda has been in the industry for over 6 years. Amanda is a licensed investment advisor in Wisconsin. Amanda works in the Chippewa Falls, WI office of Raymond James Financial Services Advisors, Inc. Amanda has passed the Series 66, Series 7TO and SIE exams. Amanda has several years of experience in the financial services industry. Amanda has experience working with individuals, businesses, and institutions. Amanda is committed to providing her clients with personalized financial advice and services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
08/12/2019 - Present
Raymond James Financial Services Advisors, Inc. (Chippewa Falls WI)
BOTH
Issued 08/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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