Unclaimed
Amanda Cheng is a financial advisor who has been in the industry since June 2003. Amanda is registered as an Investment Advisor Representative in Illinois and currently works at Alight Financial Advisors, LLC. Amanda is a Series 65 license holder. Amanda specializes in providing financial planning and portfolio management services for individuals. Amanda and Alight Financial Advisors, LLC serve a variety of clients, but they are particularly focused on individuals other than high-net-worth.
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.
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.
Set-up fees and related services
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NC
09/24/2013 - Present
Alight Financial Advisors, LLC (CHARLOTTE NC)
IA
Issued 09/23/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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