Unclaimed
Amanda Gannon is a financial advisor with Commonwealth Financial Network in Kennett Square, Pennsylvania. Amanda has been in the industry since 2006 and has a strong track record of providing personalized financial advice to her clients. She holds the Series 7, Series 63 and SIE licenses. Amanda has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals. She works with a wide range of clients, including individuals, families, and businesses. She has previously worked with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Amanda's focus is on providing comprehensive financial planning services, including retirement planning, investment management, and insurance planning. She is a valuable resource for individuals and families looking for guidance on their financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/15/2010 - Present
Commonwealth Financial Network (KENNETT SQUARE PA)
PA
04/02/2007 - 12/16/2008
MORGAN STANLEY & CO. INCORPORATED (WEST CHESTER PA)
PA
01/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (WEST CHESTER PA)
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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