Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Leigh Carrick is a financial advisor who has been in the industry since July 5, 2011. Amber is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. Amber is also a Registered Representative with the state of Pennsylvania. Prior to joining Osaic Wealth, Inc., Amber was a Registered Representative at Signator Investors, Inc. Amber has passed the Series 63, Series 65, Series 51, Series 24, SIE and Series 7 examinations. Amber is a partner in Keystone Real Estate, LLC and Senior Vice President of Operations and Compliance at Keystone Financial Management.
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.
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2
PA
01/16/2019 - Present
Osaic Wealth, Inc. (NAZARETH PA)
PA
07/06/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALLENTOWN PA)
BC
Issued 08/11/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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