Unclaimed
Amanda Gunn is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc., a registered investment adviser. Amanda holds the Series 65 license, which allows her to provide investment advice to clients. Amanda has been working in the financial services industry for over a decade and has experience working with a range of clients, including individuals, families, and businesses. She is dedicated to helping her clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
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2
MI
10/17/2023 - Present
Raymond James Financial Services Advisors, Inc. (Bad Axe MI)
IA
Issued 04/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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