Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Rae Paulsen is a financial advisor with Cadaret, Grant & CO., Inc. located in Syracuse, New York. Amber has been working in the financial industry since 2012. Amber is a Registered Representative and Investment Advisor Representative in the state of New York. Amber holds the Series 6, 7, 24, 63 and 65 licenses. Amber is also a Chartered Financial Consultant. Amber's previous experience includes working as a financial advisor at Raymond James Financial Services, Inc. and Key Investment Services LLC. Amber also holds an insurance license and works as an agent for Acsia Partners, LLC. Amber's areas of expertise include financial planning, portfolio management, and insurance.
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.
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2
NY
02/07/2024 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NY
10/20/2021 - 04/14/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Fairport NY)
OH
09/12/2012 - 09/16/2021
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
NY
05/17/2011 - 09/11/2012
CCO INVESTMENT SERVICES CORP. (ROCHESTER NY)
IA
Issued 06/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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