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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Kay Charles is a financial advisor with Cetera Investment Advisers LLC. Amanda is registered in 20 states. She is licensed to sell securities in Alabama, Arizona, California, Colorado, Florida, Illinois, Maryland, Minnesota, Nevada, New York, North Carolina, North Dakota, Ohio, Oregon, South Dakota, Texas, Washington and Wisconsin. Amanda has Series 7 and 66 securities licenses and is a registered Investment Advisor Representative in Minnesota and Texas. She has been in the securities industry since 2022. Amanda previously worked at Securian Financial Services, Inc. and North Star Resource Group. She is currently also an agent/broker for MOXIE WEALTH MANAGEMENT and a volunteer for DIAPER BANK OF MINNESOTA.
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.
A percentage of the total value of assets under management is charged.
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2
MN
10/31/2023 - Present
Cetera Investment Advisers LLC (Minneapolis MN)
MN
11/21/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
BOTH
Issued 1/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/1/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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