Unclaimed
Amanda Marcelino Miller is an investment advisor representative with Sanctuary Advisors, LLC. Amanda has been in the industry since August 9, 2019. Amanda is licensed in 28 states and has a Series 7TO, Series 66 and SIE. Amanda also has experience working at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Amanda is currently registered with Sanctuary Advisors, LLC in California and Texas. Amanda specializes in financial planning, pension consulting and educational seminars.
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.
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.
1
2
IN
05/01/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
CA
08/10/2019 - 05/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
BOTH
Issued 09/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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