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Amanda Courtney is a registered Investment Advisor Representative. Amanda has been in the industry since 2009. Amanda is registered with Certuity, LLC in North Palm Beach, Florida. Amanda's specializations include Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Individuals and Portfolio Management for 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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FL
12/05/2011 - Present
Certuity, LLC (NORTH PALM BEACH FL)
IA
Issued 12/03/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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