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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Rae Plonski is a financial advisor with Cresset Asset Management, LLC. Amanda has over 10 years of experience in the financial services industry. Amanda is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, and Series 65 licenses. Amanda previously worked at Hightower Securities, LLC, LPL Financial LLC, Lincoln Financial Securities Corporation, and UVEST Financial Services Group, Inc.
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.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
06/16/2020 - Present
Cresset Asset Management, LLC (RESTON VA)
VA
02/20/2014 - 03/10/2016
HIGHTOWER SECURITIES, LLC (RESTON VA)
MD
05/03/2013 - 03/06/2014
LPL FINANCIAL LLC (BETHESDA MD)
MD
06/03/2011 - 05/14/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (BETHESDA MD)
MD
06/20/2006 - 05/26/2011
UVEST FINANCIAL SERVICES GROUP, INC. (BALTIMORE MD)
IA
Issued 08/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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