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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Wheeler is a financial advisor with Raymond James & Associates, Inc., a firm that has been serving clients for over 50 years. Amanda Wheeler specializes in providing a range of financial services, including investment management, financial planning, and retirement planning. She is dedicated to helping clients achieve their financial goals and has a strong understanding of the financial markets. Amanda Wheeler has a proven track record of success and is committed to providing her clients with personalized and comprehensive financial advice.
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
FL
01/15/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/22/2016 - 12/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IN
04/23/2004 - 12/31/2015
RAYMOND JAMES & ASSOCIATES, INC. (INDIANAPOLIS IN)
NY
11/14/2003 - 04/30/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
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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