Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Kathryn Bentley Fessler is a financial advisor with over 10 years of experience in the industry. Amanda is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide financial advice in 49 states and the District of Columbia. Amanda is also a registered Investment Advisor in Ohio and Texas. Amanda holds the Series 66, Series 7, and SIE licenses. Amanda specializes in providing investment advice to individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Amanda is also a Director on the Board of Directors for Kenzie's Closet, a charitable organization in Cincinnati.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OH
07/31/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CINCINNATI OH)
BOTH
Issued 06/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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