Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Oswald Booth is a financial advisor with H Financial Management. Amanda has been in the industry since September 2019 and is registered with the state of Pennsylvania. Amanda specializes in providing financial advice to individuals, high-net-worth individuals, and businesses. Amanda has experience in financial planning, portfolio management, and client management. Amanda is a client manager for H Financial Management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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
PA
04/19/2021 - Present
H Financial Management (CANONSBURG PA)
PA
09/30/2019 - 08/23/2024
TRIAD ADVISORS LLC (CANONSBURG PA)
BOTH
Issued 04/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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