Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Wilson is a financial professional with over 20 years of experience in the industry. Amanda is registered with Principal Securities, Inc. and Principal Funds Distributor, Inc. and holds several professional licenses including Series 3, 7, 24, 30, 63, and 65. Amanda has a strong background in financial planning, portfolio management, and pension consulting. Amanda specializes in providing services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
07/11/2019 - Present
Principal Securities, Inc. (DES MOINES IA)
IL
08/01/2005 - 06/22/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
NY
12/12/2002 - 07/15/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 11/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 08/30/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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