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Amber Fealy-lopez is a registered investment advisor representative with Fifth Third Securities, Inc. in Naples, Florida. Amber has been in the financial services industry since 2019. Amber has Series 63, 65 and 6TO securities licenses as well as the SIE. Amber holds a current registration in Florida as an investment advisor and broker-dealer. Amber has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, and retirement plans. Amber's current role focuses on providing financial planning and portfolio management services for individuals and businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
FL
02/07/2023 - Present
Fifth Third Securities, Inc. (NAPLES FL)
IA
Issued 2/6/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/2/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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