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Amber Leigh Terakedis

Plante Moran Financial Advisors

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About Amber Leigh Terakedis

Amber Leigh Terakedis is a financial advisor at Plante Moran Financial Advisors. Amber has been with the firm since July 2016 and is registered to provide investment advice in Alabama, California, Colorado, Illinois, Louisiana, Michigan, Ohio, and Texas. Amber is also a Certified Financial Planner. Amber has over 15 years of experience in the financial services industry and is committed to providing her clients with personalized financial advice. Amber has a strong background in financial planning, portfolio management, and retirement planning.

Firm Information

Amber Terakedis is currently registered with Plante Moran Financial Advisors. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.53 billion in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals. Plante Moran Financial Advisors has 132 investment advisory professionals and serves a variety of clients, including high-net-worth individuals, families, corporations, charitable organizations and other businesses.
Plante Moran Financial Advisors

3000 TOWN CENTER

SOUTHFIELD, MI 48075

$20.53B

Assets Under Management

5

Total Clients

111

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amber Terakedis’s Registration & Firm History

AL

03/10/2023 - Present

Plante Moran Financial Advisors (Vestavia Hills AL)

MN

02/06/2006 - 02/19/2008

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/21/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amber Leigh Terakedis.
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