Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Florea is a financial advisor with over 16 years of experience in the financial services industry. Amanda currently works with LPL Financial LLC, providing a range of services including financial planning and portfolio management for individuals and businesses. Amanda has a wide range of licenses and registrations, and is able to provide services across the United States.
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
07/30/2020 - Present
LPL Financial LLC (KANSAS CITY MO)
MA
03/25/2017 - 02/01/2018
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
PA
11/08/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
PA
09/06/2006 - 11/12/2013
AXA ADVISORS, LLC (BALA CYNWYD PA)
IA
Issued 07/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2016
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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