Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Lee Heary is a financial advisor with Janney Montgomery Scott LLC, a firm with a long history of serving clients and a reputation for excellent service. Amber has been in the industry since 2014, and has experience with Stifel, Nicolaus & Company, Incorporated. Amber holds a Series 63, Series 66, and Series 7 licenses, and is registered in 29 states. Amber specializes in providing financial planning, investment management, and other services to individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
06/09/2023 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
PA
11/18/2014 - 06/21/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (YARDLEY PA)
BOTH
Issued 06/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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