Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Moffitt is a registered representative with Ameriprise Financial Services, LLC. Amanda has been in the financial services industry since 2014 and holds licenses for both Broker-Dealer and Investment Adviser Representative in California and New York. Amanda's professional experience includes working at Ameriprise Financial Services, Inc in San Francisco, California and Ameriprise Financial Services, LLC in Great Neck, New York. Amanda's areas of expertise include: Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Individuals and Portfolio Management for Businesses. Amanda is located at the Ameriprise Financial Services, LLC branch office in Great Neck, New York.
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.
Asset allocation 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.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (GREAT NECK NY)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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