Unclaimed
Amanda Agnew is a financial professional with over 8 years of experience in the financial services industry. She is registered with the State of Florida as a Registered Investment Advisor and holds the Series 6 and SIE licenses. Amanda is a Chartered Financial Consultant and has worked with State Farm Insurance and State Farm Investment Management Corp. for the majority of her career. Amanda is passionate about helping her clients achieve their financial goals and providing them with the personalized service they deserve. She is committed to building long-term relationships with her clients and helping them navigate the complexities of the financial world.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
FL
09/13/2018 - Present
State Farm Investment Management Corp. (DeLand FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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