Unclaimed
Constance Amstutz is a financial advisor with JFS Wealth Advisors, LLC. Constance is registered with the state of Pennsylvania, with a Series 65 license. Constance is also a Certified Financial Planner. Constance specializes in providing financial planning, portfolio management, and insurance solutions. Constance has been in the financial services industry since 2013.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, & insurance solutions
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.
Revenue sharing on eligible credit, cash management, & insurance
1
2
PA
03/27/2020 - Present
JFS Wealth Advisors, LLC (HERMITAGE PA)
IA
Issued 01/21/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Constance Amstutz is the right advisor for you? Invested Better is here to help.