Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amelia? Claim Your ProfileAmelia Judith Gage is a financial advisor with over 5 years of experience in the industry. Amelia is currently registered with Manning & Napier Advisors, LLC and is licensed to provide financial advice in New Hampshire and New York. Amelia has a strong background in investments and financial planning and holds Series 6, 7, 63, 65, and SIE licenses. Prior to joining Manning & Napier Advisors, LLC Amelia was employed by LPL FINANCIAL LLC, WADDELL & REED, and SANTANDER SECURITIES LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
1
2
NH
05/30/2023 - Present
Manning & Napier Advisors, LLC (Portsmouth NH)
NH
07/21/2021 - 04/20/2023
LPL FINANCIAL LLC (Portsmouth NH)
NH
06/05/2019 - 07/21/2021
WADDELL & REED (Portsmouth NH)
MA
10/11/2017 - 02/15/2019
SANTANDER SECURITIES LLC (METHUEN MA)
IA
Issued 09/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Amelia Gage is the right advisor for you? Invested Better is here to help.
