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Amanda Lyn Heagerty is a financial advisor professional located in West Henrietta, NY. They specialize in financial advisory. With over 9 years of experience, they bring deep expertise to every client.
Amanda Lyn Heagerty - Private Client Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Amanda Lyn Heagerty operates Private Client Services, LLC in West Henrietta, NY, offering financial advisory services. With 9 years in business, she brings established experience to client relationships. Her practice is registered with FINRA under CRD #6698102, which provides a framework for regulatory oversight in the financial services industry. Heagerty works directly with private clients seeking financial guidance and planning support.
Amanda Lyn Heagerty holds a FINRA CRD registration, which means her firm and its representatives are registered with the Financial Industry Regulatory Authority. This registration requires compliance with FINRA rules and ongoing regulatory oversight of business practices and client interactions. The CRD (Central Registration Depository) number is the industry standard identifier for registered financial professionals and firms, allowing clients to verify credentials and review disciplinary history through FINRA's public database. This registration signals that the firm operates within established regulatory frameworks governing financial advisory activities.