Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Palumbo is a financial advisor in New Iberia, Louisiana. Amber is affiliated with Raymond James & Associates, Inc. Amber has been in the securities industry since 2004. Amber has Series 7, Series 24 and Series 63 licenses. Amber also has the Series SIE license. Amber works with individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions. Amber offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.
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
LA
02/15/2023 - Present
Raymond James & Associates, Inc. (New Iberia LA)
LA
03/02/2009 - 02/07/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAFAYETTE LA)
LA
06/01/2007 - 02/17/2009
MORGAN KEEGAN & COMPANY, INC. (LAFAYETTE LA)
LA
07/18/2006 - 05/21/2007
METLIFE SECURITIES INC. (MONROE LA)
LA
07/18/2006 - 05/21/2007
METROPOLITAN LIFE INSURANCE COMPANY (MONROE LA)
LA
02/18/2004 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE LA)
BC
Issued 06/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2004
Series 7 - General Securities Representative 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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