Unclaimed
Amanda Raines is a financial advisor with U.S. Bancorp Investments, Inc. in Bend, Oregon. Amanda has been working in the financial industry since 2008. Amanda is a registered representative with FINRA and the state of Oregon. Amanda's previous employers include J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Amanda holds a Series 7, Series 66 and SIE securities license. Amanda specializes in financial planning, portfolio management for businesses and individuals and the selection of other advisers.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OR
06/11/2018 - Present
U.s. Bancorp Investments, Inc. (Bend OR)
OR
11/16/2016 - 04/04/2018
J.P. MORGAN SECURITIES LLC (BEND OR)
CA
10/06/2011 - 10/04/2016
CHARLES SCHWAB & CO., INC. (SOQUEL CA)
CA
06/01/2009 - 09/21/2011
MORGAN STANLEY SMITH BARNEY (CAPITOLA CA)
CA
01/24/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CAPITOLA CA)
BOTH
Issued 04/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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