Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Hall is a financial advisor who has been in the industry since April 1999. Amanda is registered with Oneseven and holds the Series 6, 7, 63, and 65 licenses. Amanda specializes in financial planning, portfolio management for individuals, and pension consulting. In the past, Amanda has also been affiliated with firms such as Purshe Kaplan Sterling Investments, Morgan Stanley, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
07/01/2016 - Present
Oneseven (Delaware OH)
OH
09/01/2016 - 07/19/2019
PURSHE KAPLAN STERLING INVESTMENTS (Beechwood OH)
OH
06/01/2009 - 07/30/2016
MORGAN STANLEY (PEPPER PIKE OH)
OH
02/05/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEACHWOOD OH)
OH
06/12/2000 - 11/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAGRIN FALLS OH)
CT
03/19/1998 - 07/23/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 11/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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