Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Knapp is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 7 years of experience in the industry. Amber holds the Series 7, Series 66 and SIE licenses. Amber has held positions at other firms including Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Amber's client base includes high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Amber specializes in financial planning, portfolio management, and investment consulting. Amber is registered with the Securities and Exchange Commission (SEC) as a registered representative and is licensed to sell securities in Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, and Wisconsin.
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.
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.
Investment consulting services to institutional clients
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
IN
07/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Fort Wayne IN)
IN
04/22/2020 - 07/07/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
01/31/2020 - 03/19/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
IN
05/02/2016 - 01/03/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
BOTH
Issued 12/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amber Knapp is the right advisor for you? Invested Better is here to help.
