Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Munselle is a financial advisor with over 10 years of experience in the financial services industry. Amanda is currently registered with Cambridge Investment Research Advisors, Inc. in Texas. Amanda has previously been affiliated with Morgan Stanley and LPL Financial. Amanda is a Series 6, 7, 63, and 66 licensed professional and holds the SIE designation. Amanda is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
10/24/2023 - Present
Cambridge Investment Research Advisors, Inc. (Katy TX)
TX
03/27/2021 - 10/24/2023
MORGAN STANLEY (Houston TX)
TX
12/19/2012 - 12/02/2015
LPL FINANCIAL LLC (HOUSTON TX)
BOTH
Issued 05/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amanda Munselle is the right advisor for you? Invested Better is here to help.
