Amanda BagnoliCRD Number: 4970641
Current Firm: Ubs Financial Services Inc.
Amanda Bagnoli (CRD# 4970641) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Philadelphia, PA and has over 10 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Bank Of America, N.a.||Blue Bell, PA||Mar 2015 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Blue Bell, PA||Nov 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management600,809MILLIONS
Total Number of Accounts1,077,471ACCOUNTS
Average Account Value$557,610
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, VI, VT, WA, WI, WV, WY
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