Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Mara is a financial professional with over 7 years of experience in the financial services industry. Amanda is currently a registered representative at Fidelity Personal And Workplace Advisors. Amanda has also previously held positions at Charles Schwab & Co., Inc. and Putnam Retail Management Limited Partnership. Amanda is registered to provide investment advice in Massachusetts, New Hampshire, Texas, and Utah. Amanda has earned the Series 7, 9, 10, 24, 63, and 66 licenses. Amanda is also a registered Investment Advisor representative in New Hampshire and Texas.
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.
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2
NH
08/02/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
05/24/2017 - 05/10/2021
CHARLES SCHWAB & CO., INC. (Manchester NH)
MA
03/07/2016 - 04/24/2017
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 07/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/02/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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