Unclaimed
Amanda Hadley is a registered representative in the state of Michigan and a registered investment advisor in Michigan and North Carolina. Amanda has been in the financial services industry for over four years. Amanda is currently affiliated with SPC. Previously Amanda was affiliated with NYLIFE SECURITIES LLC and USA FINANCIAL SECURITIES CORPORATION. Amanda holds a Series 6, Series 63, and Series 65 license. Amanda also has a SIE license. Amanda offers financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Amanda's areas of specialization are Retirement Planning, College Savings Planning, Estate Planning, Insurance, and Tax Planning.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/03/2023 - Present
SPC (Lansing MI)
MI
06/08/2021 - 07/20/2022
NYLIFE SECURITIES LLC (LANSING MI)
MI
10/05/2018 - 05/12/2020
USA FINANCIAL SECURITIES CORPORATION (Lansing MI)
IA
Issued 10/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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