Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Birdsall is a financial advisor with Raymond James Financial Services Advisors, Inc. in Portland, Oregon. Amanda has been in the financial services industry since August 2008. Amanda specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Amanda is a registered representative with FINRA and a registered investment advisor in Oregon.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
CA
03/12/2007 - 05/07/2008
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 3/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/29/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/27/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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