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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 Kline is a financial advisor with Morgan Stanley, a large financial services firm. Amber has been a registered representative in the financial services industry since 2021. Amber works with clients in South Jordan, UT and is registered to conduct business in all 50 states. Amber holds Series 66, 7TO and SIE securities licenses and is currently registered with FINRA. Amber is a graduate of Utah Valley University and is an active member of the Salt Lake City Chamber of Commerce. Amber specializes in working with high-net-worth individuals, families, and small businesses. She is passionate about helping clients 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
UT
01/26/2022 - Present
Morgan Stanley (South Jordan UT)
UT
10/04/2022 - 09/05/2023
E*TRADE SECURITIES LLC (South Jordan UT)
BOTH
Issued 01/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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