Unclaimed
Amanda Pritchard is a registered representative and investment advisor representative associated with Principal Advised Services. Amanda is a licensed professional with both Series 7TO, Series 63 and Series 66 securities licenses. Her firm's specialization focuses on providing advisory services to individuals and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NC
02/21/2024 - Present
Principal Advised Services (CHARLOTTE NC)
BOTH
Issued 05/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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