Unclaimed
Amanda Koenig is an investment advisor representative with State Farm Investment Management Corp. Amanda is licensed in Florida and holds Series 6 and 65 licenses. Amanda has been working in the financial services industry since August 1999. Amanda also owns and operates Amanda Chase's Insurance Agency, providing insurance services to clients in the Winter Park area. In addition to Amanda's professional roles, Amanda serves as a board member for the Reserve at Interlachen HOA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
FL
09/12/2023 - Present
State Farm Investment Management Corp. (Winter Park FL)
IA
Issued 05/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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