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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Duran is a financial advisor registered with LPL Financial LLC. Amanda is located in SAN ANTONIO, TX and has been in the financial services industry since 2012. Amanda has Series 7 and Series 63 securities licenses, as well as Series 65 and Series 66 licenses. Amanda also holds the Certified Financial Planner designation. Amanda has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Amanda is committed to providing her clients with comprehensive financial planning services, including investment management, retirement planning, college savings, and estate planning.
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
TX
03/08/2024 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
04/26/2019 - 03/11/2024
CUSO FINANCIAL SERVICES, L.P. (San Antonio TX)
TX
07/15/2013 - 01/30/2018
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
05/20/2013 - 06/13/2013
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
09/27/2010 - 10/25/2012
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 10/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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