Unclaimed
Amara Briggs is a registered investment advisor representative with Alliancebernstein LP. Amara is licensed to provide financial advice in Pennsylvania. Amara has been in the financial industry since April 2014. Amara has passed the Series 65, Series 63, Series 7TO and SIE exams. Amara specializes in a variety of financial services, including asset allocation, financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
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.
1
2
PA
04/27/2024 - Present
Alliancebernstein LP (PHILADELPHIA PA)
BC
Issued 05/16/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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