Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Pecot is a financial advisor who is registered with the state of California. Amanda has over 10 years of experience in the financial services industry. She is currently affiliated with Osaic Wealth, Inc. and Guide MY Finances, both of which are located in Carlsbad, California. Previously, Amanda worked as a financial advisor with Woodbury Financial Services, Inc. Amanda provides financial planning, investment management, and other financial services to individuals, businesses, and retirement plans. She has a passion for helping clients 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.
A percentage of the total value of assets under management is charged.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (CARLSBAD CA)
CA
08/22/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CARLSBAD CA)
BC
Issued 08/20/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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