Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Whately is a financial advisor with over 15 years of experience in the financial services industry. Amanda is registered with D.a. Davidson & Co. as a Registered Representative and Investment Advisor Representative. She is also a Series 63 and 65 license holder. Before joining D.a. Davidson & Co., Amanda worked with Truist Investment Services, Inc., BB&T Securities, LLC, and Securian Financial Services, Inc. She has a deep understanding of financial planning, portfolio management and investment strategies. Amanda has a strong commitment to providing personalized advice and 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.
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
CO
09/05/2023 - Present
D.a. Davidson & Co. (DENVER CO)
VA
10/07/2020 - 09/11/2023
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
10/26/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/05/2010 - 10/10/2017
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
05/23/2008 - 09/10/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
IA
Issued 06/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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