Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Horton is a financial advisor with over six years of experience in the financial services industry. Amanda is currently registered with BOK Financial Securities, Inc. in Houston, Texas and previously worked for WELLS FARGO CLEARING SERVICES, LLC. Amanda holds Series 6, 7, 63, and 66 securities licenses and the SIE. Amanda specializes in providing financial advice and portfolio management for individuals, businesses, and pooled investment vehicles. Amanda is also a volunteer for the Houston Livestock Show and Rodeo.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
1
2
TX
12/19/2022 - Present
BOK Financial Securities, Inc. (Houston TX)
TX
09/06/2016 - 11/23/2022
WELLS FARGO CLEARING SERVICES, LLC (CYPRESS TX)
BOTH
Issued 10/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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