Unclaimed
Amanda Emily Sasko is an investment advisor representative with Strata Wealth Advisors, LLC. Amanda has been in the financial services industry since 2014, and she has a strong understanding of financial planning and investment management. Amanda is a Certified Financial Planner™ and holds the Series 65 license. She is also registered as an investment advisor representative in Texas. Amanda specializes in financial planning for individuals and families, as well as portfolio management. She is committed to providing her clients with personalized financial advice and guidance. Amanda is a highly experienced and knowledgeable investment advisor who is dedicated to helping her clients achieve their financial goals.
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.
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.
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TX
02/23/2024 - Present
Strata Wealth Advisors, LLC (DALLAS TX)
IA
Issued 10/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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