Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Gunn is a registered representative with Raymond James & Associates, Inc., a firm with approximately $1 billion - $10 billion in assets under management. Amanda has been in the financial industry since November 2008 and is licensed to provide securities and investment advisory services in South Carolina, California, Connecticut, Georgia, North Carolina, Pennsylvania, Tennessee, and Virginia. Amanda has also been registered with Wells Fargo Clearing Services, LLC and BB&T Investment Services, Inc., in the past.
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.
Please see note in schedule d - miscellaneous
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.
1
2
SC
02/16/2017 - Present
Raymond James & Associates, Inc. (Columbia SC)
SC
10/08/2013 - 02/21/2017
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
SC
11/12/2008 - 10/15/2013
BB&T INVESTMENT SERVICES, INC. (COLUMBIA SC)
BOTH
Issued 01/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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