Unclaimed
Amanda Louise Bost is a financial advisor at Osaic Wealth, Inc. Amanda has been in the financial industry since 1997 and is licensed to provide advisory services in Maine and Florida. Amanda holds Series 6, 7, 63 and 66 licenses. Prior to joining Osaic Wealth, Inc., Amanda was an advisor at SAGEPOINT FINANCIAL, INC., LPL FINANCIAL LLC and COMMONWEALTH FINANCIAL NETWORK. Amanda specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
ME
09/01/2023 - Present
Osaic Wealth, Inc. (BREWER ME)
ME
10/23/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BREWER ME)
ME
12/14/2010 - 10/12/2017
LPL FINANCIAL LLC (ELLSWORTH ME)
ME
04/14/1999 - 12/15/2010
COMMONWEALTH FINANCIAL NETWORK (BANGOR ME)
NY
09/20/1996 - 01/07/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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