Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amber? Claim Your ProfileAmber Bennett is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Amber has been in the financial services industry since 2008, working for several firms including Truist Investment Services, Inc., BB&T Securities, LLC, and Wells Fargo Advisors, LLC. Amber is licensed to provide investment advice in all 50 states, including Florida. Amber is a Registered Representative and Investment Advisor Representative, and holds Series 6, 7, 9, 10, 63, and 65 securities licenses. Amber provides financial planning and portfolio management services to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/17/2024 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
02/17/2021 - 05/21/2024
TRUIST INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)
VA
08/04/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
08/12/2008 - 08/18/2014
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
IA
Issued 11/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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