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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Overton Reid is a financial advisor with over 20 years of experience in the industry. She currently works with Cetera Investment Advisers LLC, a firm with over 6,000 advisors and $100+ Billion in assets under management. Previously, Amanda worked with Regions Bank and Cetera Investment Services. Amanda holds a Series 66, Series 27, Series 99TO, SIE and Series 7 licenses. She is registered in Alabama as a broker-dealer and investment advisor representative. Amanda's experience and expertise are valuable to individuals and families looking for financial advice and 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.
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.
1
2
AL
01/21/2014 - Present
Cetera Investment Advisers LLC (HOOVER AL)
AL
02/13/2007 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
05/29/2002 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 10/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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