Unclaimed
Amanda Crawley is a financial advisor at Steward Partners Investment Advisory, LLC. Amanda has been working in the financial industry since February 22, 2017. She is registered to provide investment advice in Texas and Virginia and holds the Series 66, Series 7 and SIE licenses. She is also a Certified Financial Planner. Before joining Steward Partners, Amanda worked as a financial advisor for Raymond James Financial Services, Inc. Amanda's experience in the financial industry makes her a valuable asset to the firm and her clients. She is dedicated to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
VA
02/23/2018 - Present
Steward Partners Investment Advisory, LLC (Midlothian VA)
VA
02/22/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
02/23/2017 - 02/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
BOTH
Issued 6/2/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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