Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Jolene Newsome is a financial advisor registered with LPL Financial LLC. Amanda has been in the industry since 2016 and has passed the Series 6, Series 63, Series 65, and SIE exams. Amanda is registered with the state of South Carolina as both a broker-dealer and an investment advisor. Before joining LPL Financial LLC, Amanda worked for Cetera Investment Services LLC and Wells Fargo Clearing Services, LLC. Amanda is also a licensed CPA and has worked as a tax preparer and accountant since 2020. Amanda is based in Travelers Rest, South Carolina.
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
SC
01/01/2025 - Present
LPL Financial LLC (TRAVELERS REST SC)
SC
11/07/2017 - 12/15/2021
CETERA INVESTMENT SERVICES LLC (GREENVILLE SC)
SC
04/29/2016 - 04/06/2017
WELLS FARGO CLEARING SERVICES, LLC (SIMPSONVILLE SC)
IA
Issued 06/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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