Hello! I'm
AMANDA
SUE MARSHALL
About Me
Financial Consultant based in United States
With over 18 years of experience working with four prestigious firms in the United States, I have accumulated enough experience to manage & improve your investment portfolio. I have successfully passed five brokerage examinations and gotten license registrations in over thirty-eight states.
I have a stellar track record of meeting & exceeding the financial targets of my numerous clients, you can read some of my client reviews below. If you are willing to learn how to take calculated risks and elaborately implement multiple trading strategies to ensure consistent profit in the financial markets, I will invest my time and substantial experience in making sure you succeed financially.
Name Occupation
-
AMANDA SUE MARSHALL
Investment Adviser
Freelance
-
Available
AMANDA SUE MARSHALL
Investment Adviser, AMANDA SUE MARSHALL FINANCIAL SERVICES, LLC.
Work Experience
My Experience
I have eighteen years of experience working with five brokerage/investment firms and bank in the United States.
UBS FINANCIAL SERVICES, INC (CRD#:8174)
02/2007 - Present
Registered | Mass Transfer
KEY BANK (CRD#:NA)
11/1998 - Present Managing Director | Private Banking
MCDONALD INVESTMENTS, INC (CRD#:566)
10/2001 - 09/2007 (6 years)
GENERAL SECURITIES SALES SUPERVISOR
AMANDA SUE MARSHALL
My Examinations
I have successfully passed eight brokerage qualification examinations.
Series 65 - Uniform Investment Adviser Law Examination
State Securities Law Exam
( Jun 18, 2018 )
Series 63 - Uniform Securities Agent State Law Examination
State Securities Law Exam
( May 10, 2007 )
SIE - Securities Industry Essentials Examination
General Industry/Products Exam
( Jun 19, 2018 )
Series 7 - General Securities Representative Examination
General Industry/Products Exam
( Mar 29, 2007 )
AMANDA SUE MARSHALL
SRO Registrations
FINRA
My Services
What I Do for my Clients
Financial Consulting
Digital Assets Trading
Crypto Currency
Investment Advisory
Stock Brokerage & Analysis
What Clients Say
What Clients Say
Mrs Amanda is a genius when it comes to crypto investing. Her insights are invaluable, and her guidance has helped me make informed decisions she knows her stuff. 5/5 stars!
evelyn owen
I was skeptical about investing in crypto, but Amanda put my mind at ease. Her expertise and patience made all the difference. Highly recommend!” 5/5 stars
henry max
AMANDA SUE MARSHALL’s brokerage services are top-tier. She’s always available to answer questions and provide updates. My portfolio has never looked better!” 5/5 stars
Richard Christopher
Contact Me
Reach out to get started
