Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Lynn Barcliff is a financial advisor who has been in the industry since 2003. Amanda is currently registered with LPL Financial LLC in Missouri and Texas. Amanda has experience working with individual clients, corporations, and charitable organizations. Previously, Amanda was registered with PFS Investments Inc. and PFIC Securities Corporation. Amanda holds a Series 7, Series 6, Series 63 and Series 66 license.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
11/10/2020 - Present
LPL Financial LLC (SAINT CHARLES MO)
MO
04/05/2007 - 12/31/2008
MORGAN KEEGAN & COMPANY, INC. (ST. LOUIS MO)
TN
05/22/2006 - 04/05/2007
PFIC SECURITIES CORPORATION (FRANKLIN TN)
GA
01/17/2003 - 08/11/2005
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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