Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Leff is a financial advisor with Morgan Stanley, and has been in the industry since 1995. Amanda is registered with FINRA and the state of New York, and has a Series 7, 63, and 66 license. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Prudential Securities Incorporated, and Paine Webber Incorporated. Amanda specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/02/2020 - Present
Morgan Stanley (New York NY)
NY
09/16/2005 - 10/05/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
03/09/1998 - 04/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/25/1995 - 01/30/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/13/1995 - 05/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/11/1994 - 03/23/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/07/1994 - 05/27/1994
ROBERT M. COHEN & CO., INC. (GREAT NECK NY)
BOTH
Issued 03/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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