Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Noel is an investment advisor representative, registered with Avantax Advisory Services. Amanda has been in the financial services industry for over 16 years. Amanda is a registered representative with Avantax Insurance Agency and/or Avantax Insurance Services where she sells insurance products. Amanda is also a Wealth Management Administrator with KDP Wealth Management, LLC, where she provides wealth management services including preparation of tax returns, audit and assurance services, business and wealth management, and trust and estate services. Amanda is also a Wealth Administrator with Kosmatka Donnelly & Co, LLP DBA KDP Certified Public Accountants, where she provides investment planning, tax planning, income protection and asset preservation, retirement planning, and business planning. Amanda is licensed in Oregon.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OR
08/15/2023 - Present
Avantax Advisory Services (Medford OR)
OR
02/01/2021 - 08/11/2023
CETERA INVESTMENT SERVICES LLC (MEDFORD OR)
BOTH
Issued 03/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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