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Amanda Czosek is an investment advisor representative for AE Wealth Management, LLC. Amanda is registered with the state of Illinois and Texas. Amanda has been in the industry since 2014 and has a Series 65 license. Amanda is a member of the National Alliance on Student Loan Debt board. In addition to her work with AE Wealth Management, Amanda also owns and operates Jager Financial Services. Amanda's areas of specialization include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
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IL
06/01/2018 - Present
AE Wealth Management, LLC (Elgin IL)
IA
Issued 04/05/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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