Unclaimed
Amber Lynne Wright is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since February 11, 2018 and holds a Series 6, Series 7, Series 63, and Series 66 license. Amber has experience working in the financial services industry with NYLIFE SECURITIES LLC and New York Life Insurance Co. Amber is registered in 53 states for broker-dealer activities and 2 states for investment advisor activities. In addition to her role at Merrill Lynch, Amber works part-time as a bartender at Red Buffalo Brewing. She is also a board member for Dahlia Grove, a charitable organization.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
09/10/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNTERSVILLE NC)
PA
01/08/2018 - 11/04/2019
NYLIFE SECURITIES LLC (PITTSBURGH PA)
BOTH
Issued 03/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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