Unclaimed
Amanda Hall is an active investment advisor representative with Cetera Investment Advisers LLC. Amanda has been in the industry since 2009 and has experience at a number of firms, including Capital Guardian, LLC, Wachovia Securities, Inc., and Wachovia Brokerage Service. Amanda is registered with the state of North Carolina as both a broker-dealer and investment advisor representative. Amanda offers a variety of financial services including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
WINSTON SALEM, NC
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
NC
03/21/2024 - Present
Cetera Investment Advisers LLC (WINSTON SALEM NC)
NC
11/03/2011 - 03/17/2015
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
02/14/2000 - 04/28/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
04/21/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BOTH
Issued 2/4/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/2/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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