Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Sachs is a financial advisor with Wealth Enhancement Advisory Services, LLC. Amanda has been in the industry since 2013 and holds a Series 6, 7, 63, and 66 license. Amanda specializes in financial planning and investment management for individuals and families. Amanda also provides investment advice to charitable organizations, pension and profit sharing plans, and corporations. Amanda is committed to providing her clients with personalized financial advice that helps them reach their goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
10/23/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WI
09/28/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Mequon WI)
WI
07/09/2014 - 09/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MEQUON WI)
WI
05/10/2013 - 06/17/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 02/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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