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Amanda York

4 Years of Experience
Statesville, NC
Broker

Amanda York is a registered investment advisor, based in Statesville, NC, with 4 years of industry experience.

Location

Statesville, NC

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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 Activities

Amanda works as a server at Bavarian Kitchen, a restaurant, since November 2024. This takes a few hours per week and does not occur during trading hours.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Advisors LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLC
April 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLC
April 2025 - Present · 1 yr 1 mo
Cetera Advisors LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
U.S. Bancorp Investments, INC.Broker
October 2022 - March 2025 · 2 yrs 5 mos
U.S. Bancorp Investments, INC.
October 2022 - March 2025 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2021 - October 2022 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2021 - October 2022 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 2021 - May 2021 · 2 mos
State Registrations1 state
NC
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 York - Financial Advisor | TrueAdvisor