Unclaimed
Kris Sidial is a financial advisor who works at The Ambrus Group LLC. Kris is registered to provide investment advice in Florida and Texas. Kris is licensed to offer securities advice in both states and has a Series 7, Series 63, and Series 65 licenses. Kris has been in the industry since 2018 and has previously worked at BMO Capital Markets Corp. The Ambrus Group LLC manages assets for individuals, pooled investment vehicles, and businesses. The firm offers portfolio management services and specializes in investment advisory services.
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.
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.
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.
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2
NY
11/29/2022 - Present
THE Ambrus Group LLC (Melville NY)
NY
06/27/2018 - 09/09/2020
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
IA
Issued 08/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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