Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Soucie is a financial advisor at Fidelity Personal And Workplace Advisors. Amanda has been in the financial industry for over six years and holds a Series 7TO, Series 63 and Series 66 license. She is registered to offer investment advisory services in Colorado and Texas. Amanda has a passion for helping individuals and families reach their financial goals and enjoys working with clients to develop personalized financial plans. Amanda also provides financial planning, educational seminars and selection of other advisors to her clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
04/18/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 04/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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