Unclaimed
Amanda Rivera is a financial advisor with Fidelity Brokerage Services LLC. Amanda has been in the financial services industry for more than 6 years. She is licensed to provide financial advice in 53 states and is registered with FINRA and SIPC. Amanda has Series 7, Series 63, and SIE licenses. Amanda has a strong track record of providing financial advice to individuals and families. Before Fidelity Brokerage Services LLC, Amanda worked at Cabot Lodge Securities LLC and Morgan Stanley. Amanda is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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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2
FL
05/26/2022 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
IL
02/06/2020 - 07/21/2021
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
NC
08/16/2018 - 04/01/2019
MORGAN STANLEY (CHARLOTTE NC)
NC
03/02/2017 - 03/31/2017
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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