Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Lynn Roberts is a financial advisor with PFS Investments Inc. based in Dublin, OH. Amanda has been in the financial services industry since 2011 and has experience in providing financial advice and investment management to individuals, corporations, and charitable organizations. Amanda holds Series 6 and Series 26 licenses and has passed the Securities Industry Essentials Exam (SIE). Amanda is registered to offer securities in the state of Ohio.
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
OH
06/01/2017 - Present
PFS Investments Inc. (DUBLIN OH)
OH
06/14/2011 - 11/28/2011
PFS INVESTMENTS INC. (DUBLIN OH)
BC
Issued 11/27/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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