Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Montgomery, Alabama. Amanda has over 16 years of experience in the financial services industry. Amanda is registered with the state of Alabama and is licensed to offer both securities and investment advisory services. Amanda is also a certified group fitness coach. Amanda's primary focus is providing financial advice and investment management services to individuals, families, and businesses. Amanda has a strong commitment to helping clients achieve their financial goals.
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
AL
08/25/2016 - Present
Raymond James Financial Services Advisors, Inc. (MONTGOMERY AL)
AL
02/13/2013 - 08/02/2016
RAYMOND JAMES & ASSOCIATES, INC. (MONTGOMERY AL)
AL
10/10/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MONTGOMERY AL)
IA
Issued 11/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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