Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Renee Mears is a financial advisor who has been in the industry since 2001. Amber is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2016. She is also registered in several states, including California, Texas, and Florida. Amber has a Series 7 and Series 66 license and has a strong track record of providing investment advice and financial planning services to her clients. Amber has experience working with a variety of clients, including individuals, families, and businesses. Amber also has experience working with charitable organizations, insurance companies, and pension and profit sharing plans. She has been a co-executor for her father's estate and co-trustee for his trust.
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.
Investment consulting services to institutional clients
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.
1
2
CA
12/06/2022 - Present
Wells Fargo Clearing Services, LLC (SEAL BEACH CA)
CA
09/21/2001 - 09/05/2007
UBS FINANCIAL SERVICES INC. (ORANGE CA)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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