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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amandus? Claim Your ProfileAmandus Frey is a financial advisor with over 30 years of experience. Amandus is currently registered with Stifel, Nicolaus & Company, Inc., and has been with the firm since September 2017. Amandus has previously worked with Wells Fargo Clearing Services, LLC and First Union Capital Markets Corp.. Amandus specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Amandus has a diverse client base, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, insurance companies, pooled investment vehicles, and state or municipal government entities. Amandus offers a range of advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Amandus is licensed in Florida, Georgia, Indiana, Kentucky, Maryland, New Jersey, New Mexico, North Carolina, Ohio, South Carolina, Virginia, and West Virginia. Amandus has earned the Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses. Amandus is also a member of the Financial Industry Regulatory Authority (FINRA). Amandus Frey is committed to providing personalized financial advice to help 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
09/20/2017 - Present
Stifel, Nicolaus & Company, Inc. (WILMINGTON NC)
NC
10/01/1999 - 09/26/2017
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
NC
02/22/1993 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 03/16/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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