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Amanda M. Navaraj

AMVARA
COLORADO SPRINGS, CO 80903
Some features on this profile are disabled
CRD#: 7479865
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Professional summary


Amanda Marie Navaraj, who also goes by Amanda Marie Clark, Amanda Marie Emmert, Amanda Marie Fisher, Amanda Marie Salmons, is a registered financial advisor currently at AMVARA located in Colorado Springs, Colorado.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Amanda has worked at 2 firms and has passed the Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Amanda Marie Clark | Amanda Marie Emmert | Amanda Marie Fisher | Amanda Marie Salmons

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Amanda Marie Navaraj's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 19, 2024 - Present

AMVARA

Office #1: 627 N Weber St Suite 2, Colorado Springs, CO 80903
RIA
CRD#: 330198
COLORADO SPRINGS, CO
Past

February 15, 2022 - February 17, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Colorado Springs, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(3/19/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/27/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/15/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current Firm


AM
AMVARA
AMVARA | AMVARA FINANCIAL LLC

CRD#: 330198 / SEC#:

Colorado
Registered Investment Advisory firm - (3/19/2024 Approved)
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Contact information


Main Address
627 N Weber St Suite 2, Colorado Springs, CO 80903
Mailing Address
Phone number
(719) 494-2941
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts11
AUM (Assets Under Management)$ 465,869

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMVARA

CRD#: 330198Colorado Springs, CO 80903

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