Unclaimed
Amanda Lasalle is a financial professional with over 11 years of experience in the industry. Amanda currently holds registrations with both Broker-Dealers and Investment Advisers, and has been actively providing financial services in California and Texas since 2021. Amanda has worked for several firms, including Wells Fargo Clearing Services, LLC, Stockcross Financial Services, Inc., Muriel Siebert & Co., Inc., and LPL Financial Corporation. Currently, Amanda is an Investment Advisor Representative with J.P. Morgan Securities LLC. Amanda works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
01/14/2021 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
03/22/2011 - 01/05/2021
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
02/18/2011 - 03/09/2011
STOCKCROSS FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
CA
07/27/2009 - 12/07/2010
MURIEL SIEBERT & CO., INC. (BEVERLY HILLS CA)
CA
02/11/2009 - 03/09/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 06/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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