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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 Wheeler is a financial advisor with Cetera Investment Advisers LLC, based in Bryan, Ohio. Amanda Wheeler has been in the financial services industry for over 14 years and is registered with FINRA and the state of Ohio. Amanda Wheeler is a Series 7, Series 66 and SIE licensed professional. Amanda Wheeler specializes in working with individuals, families and businesses to help them achieve their financial goals. Amanda Wheeler offers a variety of financial services, including financial planning, retirement planning, investment management and insurance. Amanda Wheeler also has experience working with charitable organizations and pension and profit-sharing plans.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (BRYAN OH)
OH
09/01/2016 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BRYAN OH)
OH
06/18/2009 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (BRYAN OH)
BOTH
Issued 06/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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