Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Burrows is a financial professional with over 7 years of experience in the financial services industry. Amanda has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Amanda is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and SIE licenses. Amanda is currently registered with Financial Insights, where she serves as an Investment Advisor Representative. Amanda is passionate about helping clients achieve their financial goals and believes in building long-term relationships with her clients based on trust and transparency.
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.
A percentage of the total value of assets under management is charged.
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WA
07/15/2019 - Present
Financial Insights (TACOMA WA)
WA
10/01/2012 - 11/15/2018
J.P. MORGAN SECURITIES LLC (BELLEVUE WA)
WA
03/07/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BELLEVUE WA)
BOTH
Issued 06/25/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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