Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Westwood is a financial advisor with Cetera Investment Advisers LLC. Amanda is a registered representative in 10 states: Arkansas, Florida, Illinois, Kansas, Minnesota, New York, North Carolina, Texas, Washington. Amanda has been in the financial services industry since November 2020. Amanda specializes in providing financial planning, pension consulting and portfolio management services. Amanda also offers educational seminars to clients. Amanda is currently based in HOUSTON, Texas, working out of the 2925 Richmond Ave, Suite 1200 branch office. Amanda's previous employers include Securian Financial Services, Inc., CRI Securities, LLC.
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
TX
08/10/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
11/20/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
11/20/2020 - 10/27/2021
CRI SECURITIES, LLC (HOUSTON TX)
BOTH
Issued 1/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/2/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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