Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Marshall is a financial advisor with over 25 years of experience in the industry. She has been with UBS Financial Services Inc. since 2007 and has held previous positions with McDonald Investments Inc., CIGNA Financial Advisors, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Amanda has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Amanda holds a variety of licenses and certifications, including Series 7, 6, 63, 66, 9, and 10. Amanda is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
10/26/2021 - Present
UBS Financial Services Inc. (Hobe Sound FL)
NY
07/10/2001 - 02/09/2007
MCDONALD INVESTMENTS INC. (WILLIAMSVILLE NY)
PA
11/29/1993 - 01/29/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
04/19/1991 - 12/03/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/19/1991 - 12/03/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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