Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Ingram is a financial advisor with Rockefeller Financial LLC based in Atlanta, Georgia. Amanda has been in the financial industry since 2019. Amanda has passed the Series 7TO, Series 63 and SIE exams. Amanda is registered to provide financial advice in all 50 states.
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.
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.
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GA
06/07/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
BC
Issued 07/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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