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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ezra? Claim Your ProfileEzra Corbin Amiss is a financial advisor registered with Ameriprise Financial Services, LLC. Ezra has been in the industry for over 20 years, and has a broad range of experience in providing financial advice to individuals, families, and businesses. Ezra is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Ezra is also a board member and chair of the finance committee for a local non-profit organization. Ezra specializes in providing financial planning, investment management, and retirement planning services. Ezra is committed to helping clients achieve their financial goals.
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.
Asset allocation 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.
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VA
06/30/2016 - Present
Ameriprise Financial Services, LLC (ROANOKE VA)
VA
11/21/2013 - 07/07/2016
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
VA
10/01/2009 - 12/02/2013
LPL FINANCIAL LLC (ROANOKE VA)
VA
09/11/2001 - 10/08/2009
AXA ADVISORS, LLC (ROANOKE VA)
BOTH
Issued 11/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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