Unclaimed
Amanda Pilcher is a financial advisor with over 20 years of experience in the industry. She has a strong track record of success in helping clients achieve their financial goals. Currently, Amanda is a Registered Representative and Investment Advisor Representative at Raymond James & Associates, Inc. Previously, Amanda worked at Wunderlich Securities, Inc., Morgan Keegan & Company, Inc., and AmSouth Investment Services, Inc. She has a comprehensive understanding of the financial markets and a commitment to providing her clients with personalized financial advice. Amanda holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 27, 53, 66, 99TO, and SIE. Amanda is committed to providing her clients with the highest level of service and expertise.
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.
Please see note in schedule d - miscellaneous
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
FL
05/22/2013 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
TN
08/31/2009 - 05/02/2013
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
02/13/2007 - 08/27/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
09/17/2002 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 11/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/06/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/19/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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