Unclaimed
Amanda Austin is a financial advisor with Raymond James & Associates, Inc. Amanda has been working in the financial services industry since 2013. Amanda is registered with the state of Florida. Amanda holds the Series 63, Series 7, Series 9, Series 10, and Series 99TO licenses. Amanda's previous experience includes working at Fidelity Brokerage Services LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/08/2021 - Present
Raymond James & Associates, Inc. (PONTE VEDRA BEACH FL)
FL
07/29/2013 - 02/24/2021
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 08/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Amanda Austin is the right advisor for you? Invested Better is here to help.