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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Paul Amberg is a financial advisor with Prospera Financial Services, Inc. based in Redlands, California. Jeffrey has been a registered representative since 1997 and has over 25 years of experience in the financial services industry. Jeffrey is licensed in many states and specializes in financial planning, portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles. Jeffrey has worked at Painter, Smith & Gorian Inc. in San Bernardino, California and previously at Fortis Investors, Inc. in Oakdale, Minnesota. Jeffrey is a Series 7, Series 6, Series 63, and Series 65 licensed representative, as well as a Series 24 and Series 27 Principal. Jeffrey has experience working with a wide range of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
CA
01/22/2024 - Present
Prospera Financial Services, Inc. (Redlands CA)
CA
05/20/1998 - 01/19/2024
PAINTER, SMITH AND AMBERG INC. (REDLANDS CA)
MN
07/08/1997 - 02/26/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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