Unclaimed
Amanda Muse is a financial advisor with Bogart Wealth, LLC. Amanda has been in the financial services industry for over 10 years. Amanda has a Series 7, Series 66 and SIE licenses. She also holds the Certified Financial Planner designation. She works with high-net-worth individuals, as well as individuals who are not high-net-worth. Amanda is based in THE WOODLANDS, TX.
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.
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.
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TX
10/23/2024 - Present
Bogart Wealth, LLC (THE WOODLANDS TX)
TX
07/30/2015 - 07/19/2017
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
04/03/2014 - 06/25/2015
VALMARK SECURITIES, INC. (HOUSTON TX)
TX
04/26/2012 - 08/03/2012
MML INVESTORS SERVICES, LLC (HOUSTON TX)
BOTH
Issued 06/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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