Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Lowe-whaley is a financial advisor at Edward Jones. Amanda has been in the financial services industry since August 2008. Amanda holds Series 66, Series 7TO and SIE licenses, and is registered to provide securities and investment advisory services in 25 states and districts. Amanda specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
DE
02/13/2024 - Present
Edward Jones (LAUREL DE)
BOTH
Issued 01/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Amanda Lowe-whaley is the right advisor for you? Invested Better is here to help.
