Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ambyr? Claim Your ProfileAmbyr Dnae Capps is a registered investment advisor representative in the state of Texas with Eagle Strategies LLC since July 2024. Ambyr Capps has been in the financial services industry for 10 years. Ambyr Capps specializes in financial planning, portfolio management for individuals, pension consulting, and publication of periodicals. Prior to joining Eagle Strategies LLC, Ambyr Capps has worked for several firms, including NYLIFE Securities LLC, New York Life Insurance Company, and Health Management Group. Ambyr Capps holds a Series 63, Series 66, and Series 7 licenses. In addition to her financial services career, Ambyr Capps is also an occupational therapist and works on a part-time basis for CRG Therapy Group and Health Management Group. Ambyr Capps is a member of the DFW Network of Women.
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.
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.
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TX
07/01/2024 - Present
Eagle Strategies LLC (FORT WORTH TX)
BOTH
Issued 06/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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