Unclaimed
Amir Lauber is a financial advisor registered with Stonex Advisors Inc. Amir's primary office is located in Birmingham, AL. Amir works at the Stonex Advisors Inc. branch office in Boca Raton, FL, and has been in the financial industry since June 2005. Amir is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
Financial consulting services
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.
1
2
AL
04/12/2023 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
GA
08/10/2020 - 07/13/2022
TRIAD ADVISORS LLC (NORCROSS GA)
FL
07/17/2020 - 08/13/2020
SECURITIES AMERICA, INC. (MIAMI FL)
FL
11/26/2018 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
FL
01/11/2017 - 11/30/2018
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
NJ
03/11/2008 - 02/03/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
MN
07/27/2001 - 01/29/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/27/2001 - 01/29/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
04/23/2001 - 05/04/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
09/07/2000 - 02/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
10/15/1998 - 07/05/2000
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BOTH
Issued 08/31/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/12/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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