Unclaimed
Amanda Gardner is an investment advisor representative registered with Cetera Investment Advisers LLC in Eastport, Maine. Amanda has been in the financial services industry since 2015 and has passed the Series 6, Series 63, SIE and Series 65 exams. Amanda has prior experience with Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Amanda specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, 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.
1
2
ME
12/17/2019 - Present
Cetera Investment Advisers LLC (EASTPORT ME)
ME
06/04/2015 - 05/23/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MACHIAS ME)
IA
Issued 12/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/4/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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