Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Weber is an investment advisor representative with Wells Fargo Clearing Services, LLC, with over 5 years of experience in the financial industry. Amanda is registered with the states of Arizona and California, as well as FINRA. Amanda has experience working in a variety of roles in the financial services industry, including as a registered representative and a financial advisor. Amanda holds the following securities licenses: Series 63, Series 66, and Series 7. Amanda is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
AZ
03/18/2022 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
BOTH
Issued 03/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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