Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Decesar is a financial advisor with Tara Wealth. Amanda has over 16 years of experience in the financial services industry. Amanda holds the Series 7, 63 and 65 licenses, and the SIE exam. Amanda is a Certified Financial Planner. Amanda's primary focus is on providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
CA
10/31/2023 - Present
Tara Wealth (SAN DIEGO CA)
NC
01/24/2019 - 02/10/2023
MML INVESTORS SERVICES, LLC (Chapel Hill NC)
MA
02/14/2007 - 07/05/2018
J.P. MORGAN SECURITIES LLC (BOSTON MA)
IA
Issued 12/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Amanda Decesar is the right advisor for you? Invested Better is here to help.
