Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Fitzpatrick is a financial professional with over 17 years of experience in the financial services industry. Amanda has a broad range of experience in various firms, including Commonwealth Financial Network, Ryan Beck & Co., Financial Network Investment Corporation, Stifel, Nicolaus & Company, Incorporated, and CETERA INVESTMENT SERVICES LLC. Amanda is currently a registered representative at Stifel, Nicolaus & Company, Inc. and is licensed to provide financial advice and services in Indiana and Texas. Amanda is a Certified Financial Planner and holds the Series 7, 9, 10, 24, and 66 licenses. Amanda specializes in providing financial planning, portfolio management, pension consulting, and educational seminars to individuals, families, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
07/30/2024 - Present
Stifel, Nicolaus & Company, Inc. (INDIANAPOLIS IN)
IN
11/04/2022 - 09/12/2023
CETERA INVESTMENT SERVICES LLC (Indianapolis IN)
IN
06/26/2009 - 05/23/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
VA
04/30/2007 - 06/16/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (VIENNA VA)
MD
03/08/2006 - 03/23/2007
COMMONWEALTH FINANCIAL NETWORK (OWINGS MILLS MD)
MD
11/23/2005 - 02/16/2006
RYAN BECK & CO. (BALTIMORE MD)
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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