Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Wiggins is a financial advisor registered with Wells Fargo Clearing Services, LLC. Amanda has been in the financial services industry since 2010. She holds both Series 7 and Series 63 licenses as well as Series 65. She is registered to offer investment advisory services in Texas. Amanda previously worked with Fidelity Brokerage Services LLC. Amanda is also a registered investment advisor representative with Wells Fargo Advisors LLC in Fort Worth, TX.
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
TX
01/06/2020 - Present
Wells Fargo Clearing Services, LLC (FORT WORTH TX)
TX
06/11/2010 - 10/13/2014
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
IA
Issued 01/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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