Unclaimed
Amber Iannazzo is a registered representative with Raymond James & Associates, Inc. Amber has been in the securities industry since July 9, 2015. Amber holds a Series 24, Series 7, and Series 99 license. Amber previously worked at Santander Securities LLC and Wells Fargo Clearing Services, LLC. Amber's current employer is Raymond James & Associates, Inc. Amber is registered in Florida and is an active advisor.
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
11/05/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MA
01/10/2019 - 05/17/2021
SANTANDER SECURITIES LLC (Dorchester MA)
MO
01/01/2015 - 12/21/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
BC
Issued 11/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2014
Series 99 - Operations Professional 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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