Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Rose Salyer is a Certified Financial Planner™ professional with over 15 years of experience in the financial services industry. Amanda is currently registered with Edelman Financial Engines, a firm with a strong reputation for providing comprehensive financial planning and investment management services. Prior to joining Edelman Financial Engines, Amanda worked for Fidelity Brokerage Services LLC and John Hancock Distributors LLC. Amanda holds the Series 7 and Series 66 securities licenses, as well as the SIE exam.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
PA
06/08/2021 - Present
Edelman Financial Engines (WEST CONSHOHOCKEN PA)
PA
10/12/2011 - 10/23/2019
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
MA
10/10/2007 - 09/16/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
VA
10/27/2006 - 07/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
BOTH
Issued 05/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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