Unclaimed
Amanda Jean Klug is an Investment Advisor Representative registered with Integrated Advisors Network LLC, and has been active in the industry since 2017. Amanda currently has a Series 65 license and is active in Washington, California and Texas. Amanda has experience in financial planning and portfolio management for individuals, businesses, 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
07/01/2019 - Present
Integrated Advisors Network LLC (Kirkland WA)
IA
Issued 10/31/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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