Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Berry is a financial advisor with Strategic Wealth Group. Amanda has been in the financial services industry since 2006. Amanda specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Amanda is also a Certified Financial Planner. Amanda holds Series 66, Series 7 and SIE licenses.
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.
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.
Referral fees
1
2
MN
03/03/2021 - Present
Strategic Wealth Group (EDEN PRAIRIE MN)
MN
01/25/2006 - 06/21/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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