Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Gwen Billeter is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Bend, Oregon. Amber has been in the industry since June 19, 2016. Amber is registered with the state of Oregon as an investment advisor representative. She is also registered as an investment advisor representative in Texas. Amber holds the Series 66, Series 7 and SIE licenses. Amber is also a Certified Financial Planner. Amber has over 8 years of experience in the financial services industry. Amber specializes in providing financial advice to individuals, families, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
01/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (Bend OR)
BOTH
Issued 03/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amber Billeter is the right advisor for you? Invested Better is here to help.
