Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber D. Eroh is a financial advisor with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. Amber has been in the financial industry since January 31, 2003. Amber holds several securities licenses, including Series 7, Series 24, Series 52TO, Series 53, Series 99TO and Series 63. Amber also holds the Series 65 license to provide investment advisory services. Amber is registered with the state of Florida. Amber's previous employers include LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC. and VANGUARD MARKETING CORPORATION.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
05/26/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
05/12/2016 - 06/09/2017
LPL FINANCIAL LLC (TAMPA FL)
FL
12/11/2015 - 02/09/2016
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
PA
10/15/2002 - 11/24/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 09/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/22/2016
Series 4 - Registered Options Principal Examination
BC
Issued 07/05/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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