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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Marie Terry is a financial advisor at Morgan Stanley, a large financial services firm. Amber has been in the financial industry for over 15 years and has experience in both the broker-dealer and investment advisor arenas. Amber holds a wide range of licenses, including Series 63, Series 66, and Series 7, and has a proven track record of providing financial advice to a diverse range of clients. Amber is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NE
02/27/2024 - Present
Morgan Stanley (Omaha NE)
IA
03/14/2014 - 02/26/2024
EDWARD JONES (Council Bluffs IA)
NE
06/07/2013 - 04/01/2014
MORGAN STANLEY (OMAHA NE)
NE
09/21/2010 - 05/21/2013
LPL FINANCIAL LLC (OMAHA NE)
NE
10/31/2006 - 07/27/2009
TD AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 04/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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