Unclaimed
Amanda Westwood is a registered investment advisor representative with Cetera Investment Advisers LLC. Amanda has been in the securities industry since November 2020. Amanda has passed the Series 66, Series 7TO and SIE exams. Amanda is registered in Arkansas, Florida, Illinois, Kansas, Minnesota, New York, North Carolina, Texas, and Washington. Amanda is also registered as an investment advisor representative in Texas. In addition to providing financial services through Cetera Investment Advisers LLC, Amanda also provides fixed insurance services for North Star Resource Group. Amanda has experience working in the financial services industry, education and law.
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 01/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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