Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Castellano is a financial advisor who is registered to provide investment advice in Connecticut, Colorado and New York. She is currently employed by Alliancebernstein LP and has been working in the industry since 2019. Her career began at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Amanda has passed the Series 7, Series 66, and SIE examinations, which demonstrate her knowledge of securities law and regulation.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
08/03/2023 - Present
Alliancebernstein LP (Stamford CT)
CT
07/22/2019 - 04/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
BOTH
Issued 08/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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