Unclaimed
Amber Leigh Fife is a financial advisor associated with Wells Fargo Clearing Services, LLC, with over 10 years of experience in the industry. Amber is a licensed advisor in multiple states and holds both Series 7 and Series 66 licenses. She specializes in various financial services for individuals, businesses, and institutions. Her expertise includes financial planning, pension consulting, investment consulting for institutional clients, and portfolio management for both businesses and individuals. Prior to joining Wells Fargo Clearing Services, Amber worked at MONEY CONCEPTS CAPITAL CORP. and Oglesby Financial Group.
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
LA
11/26/2018 - Present
Wells Fargo Clearing Services, LLC (MONROE LA)
LA
04/13/2018 - 10/03/2018
MONEY CONCEPTS CAPITAL CORP (MONROE LA)
BOTH
Issued 11/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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