Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Joseph is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Amanda is based in Columbus, Ohio and has over 10 years of experience in the financial services industry. Amanda is dedicated to providing personalized financial advice and helping clients reach their financial goals. Amanda holds the Series 7 and SIE licenses and is a Chartered Financial Consultant. Amanda is also a registered representative of Raymond James Financial Services Advisors, Inc. and is registered to provide investment advice in Ohio.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (Columbus OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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