Unclaimed
Amanda Brotherton-hubbard is a financial advisor registered with Truist Advisory Services, Inc. in Atlanta, GA. Amanda has been in the financial services industry since 2009 and is a registered representative with FINRA and a licensed investment advisor representative. Amanda holds the Series 6, 7 and 66 licenses and the SIE exam. Amanda specializes in financial planning and portfolio management for individuals and businesses and offers financial profiling services using desktop software.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
09/20/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
04/16/2009 - 08/03/2009
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 01/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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