Unclaimed
Amanda Taitz is a financial professional with over 9 years of experience in the industry. Amanda is currently registered with KKR Capital Markets LLC. Amanda holds the Series 63, Series 7TO, SIE and Series 79 licenses. Amanda is registered in 53 states and is approved to conduct business in all of them. Amanda's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
1
2
NY
03/20/2019 - Present
KKR Capital Markets LLC (New York NY)
NY
07/22/2013 - 02/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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