Amber Braatz (CRD# 6948655) is an Investment Advisor Representative working at Finley Wealth Advisors in Estero, FL and has over 5 years of experience in the finance industry. Amber Braatz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Finley Wealth Advisors | Estero, FL | May 2018 - Current | 5 |
| Rb Health / Avidity Home Healthcare | Fort Myers, FL | Oct 2012 - Dec 2020 | 8 |
| South Best Healthcare | Fort Myers, FL | Sep 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- FL
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Total Assets Under Management84MILLIONS
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Total Number of Accounts52ACCOUNTS
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Average Account Value$1,606,090
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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