Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Kudalis is a financial advisor with over 15 years of experience in the financial services industry. Amanda has been with Ameriprise Financial Services, LLC since 2016. Prior to Ameriprise, Amanda worked at several other firms including CETERA ADVISORS LLC, LPL FINANCIAL LLC, NFP SECURITIES, INC., CRI SECURITIES, LLC and SECURIAN FINANCIAL SERVICES, INC. Amanda has a broad range of experience in the financial services industry and is dedicated to providing her clients with personalized financial advice.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MN
02/09/2016 - Present
Ameriprise Financial Services, LLC (APPLE VALLEY MN)
MN
08/10/2012 - 04/29/2015
CETERA ADVISORS LLC (MINNETONKA MN)
MN
02/02/2009 - 09/11/2012
LPL FINANCIAL LLC (ST. LOUIS PARK MN)
MN
02/26/2008 - 09/11/2008
NFP SECURITIES, INC. (MINNEAPOLIS MN)
MN
04/08/2005 - 12/01/2006
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
04/08/2005 - 12/01/2006
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 08/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amanda Kudalis is the right advisor for you? Invested Better is here to help.
