Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Golder is a registered representative with Morgan Stanley. Amber has been in the securities industry since 2017. Amber has a Series 7, Series 63, Series 9, Series 10, and SIE licenses. She has experience at several firms, including SVB Investment Services Inc. and Morgan Stanley. Amber specializes in providing financial planning, investment management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
07/28/2023 - Present
Morgan Stanley (PURCHASE NY)
UT
08/15/2022 - 07/13/2023
SVB INVESTMENT SERVICES INC. (Cottonwood Heights UT)
UT
03/30/2017 - 08/25/2022
MORGAN STANLEY (SOUTH JORDAN UT)
BOTH
Issued 10/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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