Unclaimed
Amber Bell is a registered investment advisor with Per Stirling Capital Management, LLC. Amber has been in the financial services industry since 2008. Amber specializes in portfolio management for individuals and businesses and offers financial planning services. Amber has experience with multiple firms in the industry including Securities America, Inc., NFP Advisor Services, LLC, ING Financial Partners, Inc., and ING Financial Advisors, LLC. Amber is licensed to provide investment advisory services in Maine and Texas.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Promoter fees
1
2
TX
01/05/2017 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
TX
01/15/2015 - 12/31/2016
SECURITIES AMERICA, INC. (AUSTIN TX)
TX
02/07/2013 - 12/22/2014
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
TX
05/04/2011 - 01/11/2013
SECURITIES AMERICA, INC. (AUSTIN TX)
TX
01/03/2011 - 04/26/2011
ING FINANCIAL PARTNERS, INC. (AUSTIN TX)
TX
01/04/2008 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (AUSTIN TX)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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