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Amanda Reynolds

Brokers International Financial Services, LLC

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About Amanda Reynolds

Amanda Reynolds is an investment advisor representative with Brokers International Financial Services, LLC located in Urbandale, IA. Amanda Reynolds has been in the financial industry for over 19 years. Amanda Reynolds holds a Series 63, Series 65, Series 6TO and SIE license. Amanda Reynolds' previous firm was Securities Management & Research, Inc. located in Denver, CO. Amanda Reynolds is registered as an Investment Advisor Representative in Colorado. Amanda Reynolds specializes in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations.

Firm Information

Amanda Reynolds is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets managed by third-party advisor firms

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Amanda Reynolds’s Registration & Firm History

IA

12/20/2022 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

CO

05/06/2022 - 12/19/2022

SECURITIES MANAGEMENT & RESEARCH, INC. (DENVER CO)

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Licenses & Designations

BC

Issued 05/20/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/12/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/24/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Reynolds.
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