Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Brueggeman is a registered investment advisor with Freestone Capital Management, LLC. Amanda has been in the industry since 2009, working previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated and AllianceBernstein Investments, Inc.. Amanda is a Series 6, 7, 65 and 66 licensed professional. Amanda is a specialized advisor offering services including Financial Planning, Portfolio Management for Individuals, Educational Seminars and Selection of Other Advisors. Amanda works with a variety of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
11/10/2022 - Present
Freestone Capital Management, LLC (SEATTLE WA)
NY
03/25/2010 - 12/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TN
11/17/2009 - 03/01/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
IA
Issued 11/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Amanda Brueggeman is the right advisor for you? Invested Better is here to help.
