Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Leigh Campbell is a financial advisor with Stifel, Nicolaus & Company, Inc. Amanda has been in the financial services industry since 2005 and has worked with various firms like Wells Fargo Advisors, LLC and Morgan Stanley. Amanda is registered in several states including Florida, Texas and California. Amanda has a diverse background and holds multiple licenses and designations. Amanda specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses and investment companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/01/2015 - Present
Stifel, Nicolaus & Company, Inc. (PALM BEACH FL)
FL
01/09/2009 - 12/07/2015
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
FL
04/02/2007 - 01/26/2009
MORGAN STANLEY & CO. INCORPORATED (W. PALM BEACH FL)
FL
05/18/2005 - 04/02/2007
MORGAN STANLEY DW INC. (W. PALM BEACH FL)
BOTH
Issued 11/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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