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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Lynn Garrison is a registered investment advisor representative with LPL Financial LLC. Amanda holds Series 6, 7TO, and 63 securities licenses, as well as the SIE and Series 65 licenses. Amanda is licensed to provide investment advice in Wisconsin. Amanda has been in the financial industry for over 10 years. Amanda previously worked as a Premier Banker at BMO Bank NA. Amanda is committed to providing her clients with personalized financial advice to meet their individual needs. Amanda specializes in providing financial advice to individuals, families, and businesses. Amanda's primary office is located at 2700 S ONEIDA, GREEN BAY, WI 54304.
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
WI
08/23/2024 - Present
LPL Financial LLC (GREEN BAY WI)
WI
06/06/2017 - 12/12/2017
WELLS FARGO CLEARING SERVICES, LLC (GREEN BAY WI)
IA
Issued 08/21/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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