Unclaimed
Amanda Meier is a financial advisor with PFS Investments Inc., a firm with a focus on providing portfolio management services for individuals. Amanda has been in the financial services industry since August 2014 and is licensed to provide financial advice in Iowa, Missouri, and Nebraska. Amanda holds the Series 6 and Series 63 licenses and the Securities Industry Essentials (SIE) exam.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NE
08/09/2014 - Present
PFS Investments Inc. (LINCOLN NE)
BC
Issued 04/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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