Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Stephens is a registered representative with MMA Securities LLC, with over 13 years of experience in the financial services industry. Amanda has held the Series 7, Series 63, and SIE licenses. Amanda is currently registered in North Carolina. Amanda is a Registered Representative of MMA Securities LLC and an employee of Marsh & McLennan Agency 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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
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2
NC
09/11/2024 - Present
MMA Securities LLC (Raleigh NC)
NC
08/23/2011 - 07/03/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DURHAM NC)
BC
Issued 08/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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