Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Elizabeth Pate is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Amanda has been with Summit Wealth Partners, LLC since March 2014, where she provides financial planning and portfolio management services to individuals, families, and businesses. Amanda earned a Bachelor of Science degree from Florida Institute of Technology in 2010.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
10/16/2017 - Present
Summit Wealth Partners, LLC (ORLANDO FL)
Active
Inactive
Not sure Amanda Pate is the right advisor for you? Invested Better is here to help.
