Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Marie Emmerson is a financial advisor with over 18 years of experience in the industry. She currently works with Grove Point Advisors, LLC, a firm with offices in Rockville, Maryland, and West Covina, California. Amber has a wide range of experience, having previously worked with Diversified Securities, Incorporated in West Covina, CA. Amber specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. Amber is a registered representative with FINRA and a registered investment advisor in California. She also holds Series 7, 63, 66, and 24 securities licenses and the SIE.
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.
1
2
CA
04/01/2021 - Present
Grove Point Advisors, LLC (West Covina CA)
CA
03/03/2005 - 12/31/2023
DIVERSIFIED SECURITIES, INCORPORATED (West Covina CA)
BOTH
Issued 09/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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