Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Caroline Andregg is a financial advisor at Kestra Private Wealth Services, LLC. Amber has been working in the financial services industry since 2010 and is currently registered with the state of Texas. Amber has a variety of experience in the financial services industry, including working with Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., LPL Financial LLC, and Securities America, Inc. Amber is a licensed representative of Kestra Private Wealth Services, LLC and holds the Series 7 and 66 licenses. Amber provides a variety of financial services to clients including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
TX
10/06/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
TX
09/08/2020 - 11/03/2023
GOLDMAN SACHS & CO. LLC (PLANO TX)
TX
09/08/2020 - 11/03/2023
MERCER ALLIED COMPANY, L.P. (PLANO TX)
TX
11/01/2017 - 09/03/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
06/06/2013 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
TX
05/31/2011 - 05/10/2012
LPL FINANCIAL LLC (GARLAND TX)
TX
11/10/2009 - 06/02/2011
SECURITIES AMERICA, INC. (GARLAND TX)
BOTH
Issued 10/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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