Unclaimed
Amanda Cornelius is a registered investment advisor representative with Fisher Investments. Amanda has been in the industry since September 2024. Amanda is currently registered in Oregon, Texas and Washington. Amanda has a Series 65 license. Amanda also has experience in the education industry having worked at Happy Acorn Learning, LLC and Bridges Middle School. Amanda is a 1/2 partner/owner of Cornelius Shah Properties, LLC, a long-term rental property business. Amanda has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, investment companies, charitable organizations, state or municipal government entities, and insurance companies. Amanda provides portfolio management for individuals, businesses, investment companies, and 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/16/2024 - Present
Fisher Investments (PLANO TX)
Active
Inactive
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