Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Rhoades is a financial advisor associated with Principal Securities, Inc. Amanda has been working in the financial industry since 2017. Amanda has Series 6, Series 63, and SIE licenses. Amanda has experience with Principal Securities, Inc. and LPL Financial LLC. Amanda has a special focus on Financial Planning, Pension Consulting, and Educational Seminars for individuals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/26/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
10/25/2023 - 05/28/2024
LPL FINANCIAL LLC (WEST DES MOINES IA)
OH
04/04/2023 - 11/10/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
09/23/2022 - 03/23/2023
CAPFINANCIAL SECURITIES, LLC. (WEST DES MOINES IA)
IA
09/23/2021 - 09/27/2022
LPL FINANCIAL LLC (DES MOINES IA)
OR
01/26/2021 - 04/13/2021
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IA
04/04/2018 - 01/29/2021
LPL FINANCIAL LLC (DES MOINES IA)
IA
08/31/2017 - 12/04/2017
LPL FINANCIAL LLC (DES MOINES IA)
IA
02/12/2016 - 10/19/2016
PRINCIPAL SECURITIES, INC. (WEST DES MOINES IA)
BC
Issued 04/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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