Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Gausewitz is an Investment Advisor Representative at Goldstein Advisors, LLC. Amanda has been in the financial services industry since 2005 and holds the Series 7, Series 24, Series 31, and Series 66 licenses. She is also a Certified Financial Planner and a Chartered Financial Consultant. Amanda has experience providing financial advice to individuals and families. Amanda is a member of the Board of Directors and the Finance Committee of the Wisconsin Youth Symphony Orchestras.
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.
Helps you choose top advisors aligned with your financial goals.
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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WI
10/06/2022 - Present
Goldstein Advisors, LLC (MADISON WI)
WI
11/30/2022 - 12/31/2023
KESTRA INVESTMENT SERVICES, LLC (Madison WI)
WI
10/10/2019 - 12/01/2022
SECURITIES AMERICA, INC. (MIDDLETON WI)
WI
03/18/2005 - 10/18/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Middleton WI)
MN
03/18/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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