Unclaimed
Amanda Lee Manske is a financial advisor with Cetera Investment Advisers LLC. Amanda has been in the financial industry since 2003 and has been registered with FINRA since 2006. She is a Certified Financial Planner™ professional and holds the Series 6, Series 7, and SIE licenses. Prior to joining Cetera Investment Advisers, Amanda worked with First Allied Securities, Inc. and FFP Securities, Inc. Amanda is licensed in several states and has worked with 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.
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 08/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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