Unclaimed
Amber Renee Schares is an investment advisor representative at Ameriprise Financial Services, LLC. Amber has been in the industry since 2009 and has a Series 66 license as well as Series 7 and SIE licenses. Amber has worked at Ameriprise Financial Services, Inc. in Waterloo, IA since 2009 and Ameriprise Financial Services, LLC in Cedar Falls, IA since 2020. Ameriprise Financial Services, LLC is a large firm managing between $1 billion and $10 billion in assets. Ameriprise Financial Services, LLC offers a wide variety of services to clients, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management 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.
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.
Asset allocation services
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.
1
2
IA
06/17/2015 - Present
Ameriprise Financial Services, LLC (Cedar Falls IA)
BOTH
Issued 08/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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