Unclaimed
Amanda Lansdell is an investment advisor representative at Fidelity Personal And Workplace Advisors. Amanda has been in the financial services industry for 20 years. She is registered in 52 states and holds the Series 63, 65, 66, 7, 9, 10 and SIE licenses.
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.
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
FL
11/10/2021 - Present
Fidelity Personal AND Workplace Advisors (WINTER PARK FL)
FL
12/17/2019 - 06/11/2021
RAYMOND JAMES & ASSOCIATES, INC. (WINTER PARK FL)
FL
02/22/2019 - 11/08/2019
G. A. REPPLE & COMPANY (CASSELBERRY FL)
NJ
03/07/2011 - 03/08/2017
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
PA
05/06/2010 - 12/01/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
CA
01/21/2004 - 04/21/2010
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
OH
06/18/2003 - 01/21/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
08/02/2002 - 02/19/2003
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
OH
08/01/2002 - 08/22/2002
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
11/03/1999 - 12/31/2000
ONE GROUP SERVICES COMPANY (THE) (BROOKLYN OH)
CT
06/24/1998 - 09/15/1999
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 11/04/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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