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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 Meyer Joiner is an investment advisor representative with Grove Point Advisors, LLC. Amanda has been in the industry since December 2022. Amanda holds the Series 66, Series 7TO, and SIE licenses. Amanda is registered in Texas as an Investment Advisor Representative and a Broker. Amanda has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Grove Point Advisors, LLC offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
1
2
TX
05/02/2023 - Present
Grove Point Advisors, LLC (Victoria TX)
BOTH
Issued 04/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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