Unclaimed
Amanda Lee Manske is a financial advisor currently registered with Cetera Investment Advisers LLC. Amanda has been in the financial services industry since 2003. Prior to joining Cetera Investment Advisers LLC, Amanda was affiliated with First Allied Securities, Inc. and FFP Securities, Inc. Amanda holds a Series 6, Series 7 and Series 63 license. Amanda's specializations include retirement planning, college planning, estate planning, insurance, tax planning, and investment planning.
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.
1
2
WI
11/12/2020 - Present
Cetera Investment Advisers LLC (BROOKFIELD WI)
WI
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Brookfield WI)
WI
01/27/2004 - 05/30/2008
FFP SECURITIES, INC. (WAUWATOSA WI)
VT
07/30/2003 - 01/22/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 8/6/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 7/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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