Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Myers is a financial advisor who has been in the industry since November 13, 2017. Currently, Amanda is registered with LPL Financial LLC. Amanda is a licensed and registered investment advisor in Indiana, Florida, Illinois, Michigan, North Carolina, and Wisconsin. Prior to her current role, Amanda was employed by The Huntington Investment Company in Fishers, Indiana. Amanda has earned the Series 66, Series 7 and the Securities Industry Essentials Examination (SIE). Amanda is also an Adjunct Instructor at Indiana Tech in Fort Wayne, Indiana.
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.
Consulting and other non-discretionary advisory services
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
CA
04/22/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
IN
09/19/2019 - 03/30/2021
THE HUNTINGTON INVESTMENT COMPANY (FISHERS IN)
IN
09/12/2017 - 08/08/2019
LPL FINANCIAL LLC (MISHAWAKA IN)
BOTH
Issued 07/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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