Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Michalec is a financial advisor with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Amanda has over 20 years of experience in the financial services industry. Prior to joining Raymond James, Amanda worked for several other firms, including CADARET, GRANT & CO., INC., CUSO FINANCIAL SERVICES, L.P., SORRENTO PACIFIC FINANCIAL, LLC, WESTERN INTERNATIONAL SECURITIES, INC., NEXT FINANCIAL GROUP, INC., VICTORY CAPITAL SERVICES, INC., AMERIPRISE FINANCIAL SERVICES, INC., INVESTMENT PROFESSIONALS, INC., CHASE INVESTMENT SERVICES CORP., A. G. EDWARDS & SONS, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, FIXED INCOME SECURITIES, LP, BANC OF AMERICA INVESTMENT SERVICES, INC., and USAA INVESTMENT MANAGEMENT COMPANY. Amanda holds the Series 7, Series 24, Series 63, and SIE licenses. Amanda has a proven track record of success in helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
08/05/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
06/06/2023 - 07/27/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
06/06/2023 - 07/27/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
06/06/2023 - 07/27/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
06/06/2023 - 07/27/2023
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
TX
11/17/2021 - 07/27/2023
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
03/16/2021 - 08/10/2021
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
06/21/2018 - 02/07/2019
AMERIPRISE FINANCIAL SERVICES, INC. (San Antonio TX)
TX
03/23/2010 - 09/12/2018
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
09/12/2006 - 06/02/2009
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
09/22/2005 - 07/12/2006
A. G. EDWARDS & SONS, INC. (SAN ANTONIO TX)
CA
09/01/2004 - 09/12/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CO
09/24/2003 - 08/03/2004
FIXED INCOME SECURITIES, LP (MONUMENT CO)
MA
08/22/2002 - 11/06/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
TX
01/04/2001 - 08/15/2002
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 07/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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