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Amber Schiffert

Tara Wealth

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About Amber Schiffert

Amber Schiffert is a financial advisor registered with Tara Wealth. Amber has been working in the financial services industry since 2017. Amber has a Series 6, 7TO, 63 and 65 licenses. Amber specializes in providing financial planning, portfolio management, and consulting services to individuals and high-net-worth individuals. Amber's clients are located primarily in California and North Carolina. Amber was previously registered with MML Investors Services and Northwestern Mutual Investment Services.

Firm Information

Amber Schiffert is currently registered with Tara Wealth. Tara Wealth is an investment advisory firm that provides financial planning and portfolio management services. The firm has 2 licensed agents and 2 investment adviser representatives, managing approximately $8.95 million in assets for 59 clients. Tara Wealth specializes in working with high-net-worth individuals and individuals other than high-net-worth, with a focus on providing personalized financial solutions. The firm does not offer wrap fee programs.

$8.95M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amber Schiffert’s Registration & Firm History

CA

11/01/2023 - Present

Tara Wealth (SAN DIEGO CA)

CA

04/23/2020 - 09/27/2023

MML INVESTORS SERVICES, LLC (LA JOLLA CA)

CA

03/26/2018 - 01/16/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 07/27/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amber Schiffert.
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