Amanda Charles
Financial Advisor at Moxie Wealth Management- Claim this Profile
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Bio
Credentials
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Series 66 Registration
FINRAJan, 2023- Oct, 2024 -
Series 7 Registration
FINRADec, 2022- Oct, 2024
Experience
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Moxie Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Dec 2022 - Present
Registered representative and investment advisor representative of Cetera Advisor Networks, LLC. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Moxie Wealth Management is affiliated with North Star Resource Group. North Star Resource Group is independently owned and operated. 2701 University Avenue SE, Minneapolis, MN 55414. Registered representative and investment advisor representative of Cetera Advisor Networks, LLC. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Moxie Wealth Management is affiliated with North Star Resource Group. North Star Resource Group is independently owned and operated. 2701 University Avenue SE, Minneapolis, MN 55414.
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North Star Resource Group
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United States
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Financial Services
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200 - 300 Employee
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Financial Advisor
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Dec 2022 - Present
I am a registered representative and investment advisor representative of Cetera Advisor Networks, LLC. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. North Star Resource Group is independently owned and operated. 2701 University Avenue SE, Minneapolis, MN 55414. 612-617-6000. wwww.FINRA.org I www.SIPC.org. I do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation. Show less
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Education
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University of Minnesota-Twin Cities
Bachelor's degree, Strategic Communication- Public Relations -
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics -
De Pere High School