Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Marie Smith is a registered investment advisor representative. Amanda is associated with Intellicents Investment Solutions Inc. in Albert Lea, Minnesota. Amanda has over 8 years of experience in the financial services industry. Amanda holds the Series 6, Series 63 and Series 65 licenses. She is also a licensed investment advisor in Iowa and Minnesota. Intellicents Investment Solutions Inc. provides portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Amanda and Intellicents Investment Solutions Inc. serve a wide range of clients, including high-net-worth individuals and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
10/30/2023 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
IA
05/02/2016 - 04/03/2018
SECURIAN FINANCIAL SERVICES, INC. (LAKE MILLS IA)
IA
Issued 10/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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