Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Louise Thomas is a financial advisor with over 15 years of experience in the industry. She has a background in both investment advisory and brokerage services, having worked for Northern Trust Securities, Inc. and National Planning Corporation before joining Mission Wealth Management, LP. She is registered to offer investment advisory services in California. Amanda is a Certified Financial Planner™ and has specialized in financial planning, pension consulting, and family wealth management. She works with a variety of clients, including individuals, families, corporations, and charitable organizations. Amanda is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Family wealth management
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
CA
05/24/2006 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
CA
05/19/2006 - 09/24/2013
NATIONAL PLANNING CORPORATION (SANTA BARBARA CA)
IL
11/17/2000 - 06/17/2005
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 05/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Amanda Thomas is the right advisor for you? Invested Better is here to help.
