Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Huston is a financial advisor with over 15 years of experience in the industry. Amanda is a registered representative with Private Advisor Group, LLC and holds several licenses, including Series 66, Series 7, and Series 24. She also holds a health and life insurance license in California. Amanda has a strong track record of providing financial advice to individuals and families. She is a Chartered Financial Consultant and specializes in investment management, retirement planning, and insurance. Amanda is committed to providing her clients with personalized financial guidance and helping them achieve their financial goals.
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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
10/25/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
CA
02/05/2009 - 09/08/2009
MUTUAL SERVICE CORPORATION (TUSTIN CA)
BOTH
Issued 03/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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