Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Barthelemy is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Amanda is a seasoned professional with over 16 years of experience in the financial services industry. Amanda has been registered with the state of Indiana since 2012 and currently holds active registrations in both the broker-dealer and investment advisor capacities.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
IN
01/10/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (WEST LAFAYETTE IN)
IN
10/20/2009 - 02/22/2012
CHASE INVESTMENT SERVICES CORP. (LAFAYETTE IN)
IN
11/21/2006 - 10/05/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAFAYETTE IN)
IN
03/13/2006 - 11/22/2006
COMMONWEALTH FINANCIAL NETWORK (LAFAYETTE IN)
BOTH
Issued 12/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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