Unclaimed
Amanda Tilchin is a registered Investment Advisor Representative with Jaffe Tilchin Investment Partners, LLC. Amanda is also a Certified Public Accountant (CPA) and provides tax return preparation and consulting services through Tilchin Consultants, LLC. Amanda has been in the financial services industry since August 2010. Amanda holds a Series 65 license and is registered to provide investment advice in Florida.
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.
1
2
FL
06/03/2021 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
IA
Issued 01/04/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Amanda Tilchin is the right advisor for you? Invested Better is here to help.