Unclaimed
Amanda Crawley is a financial advisor with Steward Partners Investment Advisory, LLC. Amanda has been in the financial services industry for over six years. Amanda is registered with the state of Virginia as an investment advisor representative. Amanda also holds the Series 7, Series 66, and SIE licenses. Amanda is a Certified Financial Planner™. Amanda has experience working with individuals, corporations, businesses, and charitable organizations. Amanda specializes in financial planning, pension consulting, and selection of other advisors. Amanda is committed to providing her clients with personalized financial advice.
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.
1
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 06/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amanda Crawley is the right advisor for you? Invested Better is here to help.