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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 Jones is a financial advisor with Onedigital Investment Advisors. Amber has been in the industry for several years and has experience in providing investment advice and financial planning services. She is registered as an Investment Advisor Representative in Virginia. Amber specializes in providing financial advice to individuals, businesses, and institutional clients. Her experience with previous firms include TIAA-CREF Individual & Institutional Services, LLC, and Vanguard Marketing Corporation.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
03/05/2024 - Present
Onedigital Investment Advisors (Richmond VA)
NC
09/30/2016 - 08/02/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
10/22/2014 - 09/22/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 07/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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