Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Ptak is a financial advisor at Fidelity Personal And Workplace Advisors. She has been working in the financial services industry since 2015. Amanda is registered with the state of Ohio and Texas and holds the Series 63, 65, 7 and SIE licenses. Amanda has a wide range of experience in financial planning, portfolio management, and educational seminars. Her expertise helps clients navigate complex financial situations and 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.
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
OH
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (WOODMERE VILLAGE OH)
OH
04/13/2018 - 05/02/2023
CITIZENS SECURITIES, INC. (BEACHWOOD OH)
OH
06/15/2015 - 01/08/2018
CITIZENS SECURITIES, INC. (NORTHFIELD OH)
IA
Issued 09/10/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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