Unclaimed
Amber Harris is a financial advisor with over 13 years of experience in the financial services industry. Amber is currently registered with Cetera Investment Advisers LLC, where she provides financial planning and investment advice to individuals, families, and businesses. Previously, Amber worked with Invest Financial Corporation as a financial advisor. Amber Harris is a licensed and registered investment advisor in Illinois, and holds Series 6, 7, 24, 26, 51, 63 and 65 licenses. Amber also holds the Securities Industry Essentials (SIE) designation. Amber is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
IL
01/05/2018 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
IL
08/03/2004 - 01/08/2018
INVEST FINANCIAL CORPORATION (ORLAND PARK IL)
IA
Issued 2/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/31/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/4/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 8/2/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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