Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amberly? Claim Your ProfileAmberly Postell is a financial advisor with Florida Financial Advisors, LLC, a firm that has over 1,300 client accounts and manages close to $200 million in assets. Amberly specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. She is registered as an investment advisor representative in both Florida and Georgia. Amberly holds Series 63, 65, 6TO, and SIE licenses. She is also a registered representative in Florida and Georgia. Amberly has over 4 years of experience in the financial services industry.
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.
2% of net worth or assets for financial planning clients
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2
GA
05/10/2022 - Present
Florida Financial Advisors, LLC (Atlanta GA)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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