Unclaimed
Amanda Fischer is an active registered investment advisor representative (IAR) and a financial advisor with over 24 years of experience in the industry. Amanda Fischer currently works with Osaic Wealth, Inc., a firm that offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Amanda Fischer has previously been registered with Securities America, Inc. and VeraVest Investments, Inc.. Amanda Fischer is licensed to offer investment advice in Georgia, Alabama, Florida, Idaho, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Amanda Fischer's services are available to individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, and high-net-worth individuals. Amanda Fischer is also a registered representative with FINRA. Amanda Fischer holds the Series 66, Series 7, and SIE licenses and is a member of FINRA.
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.
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2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
GA
12/01/2003 - 06/14/2024
SECURITIES AMERICA, INC. (ALPHARETTA GA)
MA
12/09/1999 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 09/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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