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Amanda Westwood

5 Years of Experience
Houston, TX
BrokerSells Insurance

Amanda Westwood is a registered investment advisor, based in Houston, TX, with 5 years of industry experience.

Location

2925 Richmond Ave, Sutie 1200, Houston, TX, 77098

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Amanda is an agent/broker for NSRG Fixed Insurance, offering group/employee benefits and fixed insurance options, dedicating a few hours per week. She is also a financial professional for North Star Consultants of Texas, a DBA for financial services, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2021 - August 2023 · 2 yrs 6 mos
Cri Securities, LLC
February 2021 - October 2021 · 8 mos
Securian Financial Services, INC.Broker
November 2020 - August 2023 · 2 yrs 9 mos
Cri Securities, LLCBroker
November 2020 - October 2021 · 11 mos
State Registrations10 states
ARFLILKSLAMNNYOHTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Amanda Westwood - Financial Advisor | TrueAdvisor