Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Ross is a financial advisor with Ameritas Advisory Services, LLC in Appleton, Wisconsin. Amanda has been working in the financial industry since 2010 and is registered with the state of Nebraska and Wisconsin. Amanda also holds the Series 6, 7, 24, 66, and SIE licenses. She is a financial professional who can provide a wide range of financial services to her clients, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
Solicitor fees
1
2
WI
12/20/2022 - Present
Ameritas Advisory Services, LLC (APPLETON WI)
WI
04/23/2021 - 10/22/2021
WOODBURY FINANCIAL SERVICES, INC. (APPLETON WI)
WI
04/02/2020 - 05/05/2021
ONEAMERICA SECURITIES, INC. (Appleton WI)
WI
12/19/2017 - 03/30/2020
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
WI
02/18/2015 - 11/20/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
02/18/2015 - 11/20/2017
SII INVESTMENTS, INC. (APPLETON WI)
WI
04/22/2013 - 02/20/2015
U.S. BANCORP INVESTMENTS, INC. (OSHKOSH WI)
WI
10/25/2011 - 04/17/2013
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
03/09/2011 - 04/17/2013
SII INVESTMENTS, INC. (APPLETON WI)
WI
05/16/2006 - 01/19/2007
METLIFE SECURITIES INC. (DEPERE WI)
WI
05/16/2006 - 01/19/2007
METROPOLITAN LIFE INSURANCE COMPANY (DEPERE WI)
BOTH
Issued 10/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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