Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Rocca is an investment advisor representative with Highline Wealth Partners, based in Sherman Oaks, CA. Amanda has over 25 years of experience in the financial services industry. Amanda is registered with the state of California. Amanda has been with Highline Wealth Partners since 2024, and has previously worked for Allworth Financial, M.S. Howells & Co., and Morgan Stanley. Amanda has a wide range of experience and expertise in providing financial advice to individuals, businesses and institutions.
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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CA
03/26/2024 - Present
Highline Wealth Partners (SHERMAN OAKS CA)
CA
11/10/2023 - 03/15/2024
AW SECURITIES (FOLSOM CA)
CA
03/02/2017 - 11/15/2023
M. S. HOWELLS & CO. (SOLANA BEACH CA)
CA
08/18/2010 - 04/27/2015
MORGAN STANLEY (SAN DIEGO CA)
CA
10/31/2008 - 08/03/2010
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
CA
04/02/2007 - 11/05/2008
MORGAN STANLEY & CO. INCORPORATED (LA JOLLA CA)
CA
06/02/2000 - 04/02/2007
MORGAN STANLEY DW INC. (LAJOLLA CA)
NY
07/26/1999 - 06/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
11/20/1998 - 07/23/1999
FIRST WALL STREET CORP. (LA JOLLA CA)
NY
04/07/1997 - 10/06/1998
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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