Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Dowdy-gustafson is a registered investment advisor representative at Citigroup Global Markets Inc.. Amanda has been in the securities industry since 2002. Amanda has a Series 63 and Series 65 licenses. Amanda also holds a Series 7, Series 10, Series 9, and Series 24 licenses. Amanda has registrations in all 50 states and Puerto Rico. Amanda previously worked at CITICORP INVESTMENT SERVICES. Amanda specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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 advice
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
TX
06/11/2008 - Present
Citigroup Global Markets Inc. (San Antonio TX)
TX
06/24/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)
IA
Issued 06/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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