Unclaimed
Amanda Whitmore is a financial professional with PFS Investments Inc., a registered investment advisor with offices in Duluth, GA and Troy, MI. Amanda has been in the financial services industry since November 2017, focusing on investment advisory services for individuals. Amanda is a licensed representative in Michigan and Vermont and holds the Series 6 and Series 63 licenses. Amanda is also a Series SIE holder.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MI
11/06/2017 - Present
PFS Investments Inc. (TROY MI)
BC
Issued 11/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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