Amanda Whitney

Current Employers

Employment History

• 01/2018 → 08/2022
  Clear Sky Wealth, Llc
  San Diego, CA
• 10/2015 → 01/2018
  The Wealth Consulting Group
  San Diego, CA
• 06/2020 → 07/2022
  Stephanie Kremic Llc
  San Diego, CA
• 08/2022 → 01/2024
  Woodbury Financial Services Inc
  Carlsbad, CA
• 08/2022 → 09/2025
  Guide My Finances
  Carlsbad, CA
• 01/2024 → 09/2025
  Osaic Wealth, Inc.
  Carlsbad, CA
• 10/2025 → Present
  Cetera Wealth Services, Llc
  San Diego, CA
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-19 → 2025-09-11
  Osaic Wealth, Inc.
  Carlsbad, CA
• 2022-08-22 → 2025-09-09
  Guide My Finances
  Carlsbad, CA
• 2022-08-17 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carlsbad, CA
  Oakdale, MN
• 2019-10-29 → 2022-09-01
  Clear Sky Wealth Llc
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2016; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: TAX & FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA / MARKETING AND SERVICING SUPPORT; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISER / FINANCIAL PLANNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL PLANNING AND PROVIDE INVESTMENT ADVISORY SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-08-20
• S65 Uniform Investment Adviser Law Examination
  2019-09-25

Other Names

• Amanda Whitney Specht
• Amanda Whitney Pecot