Amanda PedenCRD Number: 6943532
Current Firm: Mml Investors Services, LLC
Amanda Peden (CRD# 6943532) is an Investment Advisor Representative working at Mml Investors Services, LLC in Burlington, VT and has over 4 years of experience in the finance industry.
Poulos Advisors, Inc.
Fidelity Personal And Workplace Advisors
Kestra Advisory Services, LLC
|Massmutual Life Insurance Company||Burlington, VT||Aug 2020 - Current||2|
|Mml Investors Services, LLC||Burlington, VT||Aug 2020 - Current||2|
|Cuso Financial Services, LP||Williston, VT||Mar 2019 - Aug 2020||1|
|Fairway Independent Mortgage Corporation||Bedford, NH||Sep 2018 - Mar 2019||< 1|
|Citizens Securities, Inc.||Burlington, MA||Apr 2018 - Sep 2018||< 1|
|Citizens Bank||Burlington, MA||Mar 2018 - Sep 2018||< 1|
|New England Federal Credit Union||Williston, VT||Sep 2012 - Mar 2018||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2018|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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