Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Gresham is a registered investment advisor representative with Orion Portfolio Solutions, LLC. Amber has been in the securities industry for over 9 years and holds a Series 7 and Series 66 license. Amber also holds the Securities Industry Essentials (SIE) Exam. Amber has experience with a variety of investment strategies, including portfolio management for individuals, businesses, and pooled investment vehicles. Amber has also worked as a consultant for consumer directed health benefits. Amber is committed to providing her clients with the highest level of service and personalized investment advice. In addition to her work with Orion Portfolio Solutions, LLC, Amber has also worked with Independent Financial Group, LLC, TD Ameritrade, Inc., Beacon Pointe Advisors, LLC, and Morris Wealth Management.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NE
09/08/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
CA
01/02/2018 - 02/12/2020
INDEPENDENT FINANCIAL GROUP, LLC (Carlsbad CA)
CA
07/03/2014 - 07/21/2016
TD AMERITRADE, INC. (SAN DIEGO CA)
BOTH
Issued 09/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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