Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Zoellen Fox is a registered Investment Advisor Representative (IAR) with Monarch Wealth Strategies. Amanda has been in the financial services industry since August 2012. She is a Series 65 Licensee, and has experience working with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Amanda offers financial planning and portfolio management services to individuals and businesses. She also provides pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/04/2024 - Present
Monarch Wealth Strategies (Santa Barbara CA)
IA
Issued 10/09/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Amanda Fox is the right advisor for you? Invested Better is here to help.
