Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Guerrero is an investment advisor representative at Wealthfront Advisers LLC. Amber has been in the industry since 2013. Amber holds Series 63, Series 65, Series 7, and Series 24 licenses. Amber previously worked at Scottrade, Inc. in Honolulu, HI. Amber is registered with the state of California as both a broker-dealer and an investment advisor. Amber specializes in providing portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Revenue share with affiliate - bd
1
2
CA
10/17/2018 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
HI
07/09/2013 - 08/17/2016
SCOTTRADE, INC. (HONOLULU HI)
IA
Issued 01/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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