Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Robinson is a financial advisor with over 23 years of experience in the financial services industry. Amanda is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since May 2023. Previously, Amanda worked with First Citizens Investor Services, Inc. and AXA Advisors, LLC. Amanda holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Amanda is able to provide a variety of financial services, including investment consulting, financial planning, portfolio management, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
05/22/2023 - Present
Wells Fargo Clearing Services, LLC (ROANOKE VA)
VA
08/14/2019 - 05/15/2023
FIRST CITIZENS INVESTOR SERVICES, INC. (Roanoke VA)
VA
12/05/2018 - 08/26/2019
AXA ADVISORS, LLC (ROANOKE VA)
VA
10/17/2017 - 12/06/2018
CETERA ADVISOR NETWORKS LLC (DALEVILLE VA)
VA
06/05/2017 - 10/16/2017
INVESTMENT CENTERS OF AMERICA, INC. (DALEVILLE VA)
VA
06/06/2008 - 06/07/2017
INFINEX INVESTMENTS, INC. (Daleville VA)
VA
10/01/2000 - 06/03/2008
WACHOVIA SECURITIES, LLC (ROANOKE VA)
NC
04/27/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 02/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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