Unclaimed
Amanda Guthrie is a financial professional with over 20 years of experience in the industry. Amanda is currently registered with LPL Financial LLC and has been associated with the firm since July 2009. Prior to that, Amanda worked for PFS Investments Inc. from December 1998 to June 2009. Amanda is licensed in Kansas and holds the Series 6, Series 63, and SIE licenses. Amanda specializes in providing financial planning, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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
KS
07/02/2009 - Present
LPL Financial LLC (WICHITA KS)
TX
12/16/1998 - 06/22/2009
PFS INVESTMENTS INC. (LUBBOCK TX)
BC
Issued 11/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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