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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amethyst? Claim Your ProfileAmethyst Judith Roth is an investment advisor representative at Cambridge Investment Research Advisors, Inc. She has been in the financial services industry since January 2017 and holds Series 66, SIE, and Series 7 licenses. Amethyst Judith Roth has been registered as a broker in the state of Colorado since April 2019 and is currently registered as a broker in 10 states including California, Colorado, Connecticut, Kentucky, New York, Pennsylvania, Texas, and Washington. Amethyst Judith Roth is a representative for Cambridge Investment Research Advisors, Inc. and has been with the firm since April 2019. Amethyst Judith Roth specializes in providing investment advice to individuals, high-net-worth individuals, and small 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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
01/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Delta CO)
CO
01/26/2017 - 04/18/2019
CAPITAL FINANCIAL SERVICES, INC. (MONTROSE CO)
BOTH
Issued 03/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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