Amber Nicole Reams

Current Employers

Employment History

• 07/2013 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 07/2013 → Present
  Financial Planning Dept., Inc.
  San Diego, CA
• 11/2017 → 07/2018
  Cetera Advisor Networks Llc
  San Diego, CA
• 07/2018 → 02/2024
  Lpl Financial, Llc
  San Diego, CA
• 02/2024 → 02/2026
  Commonwealth Financial Network
  San Diego, CA
• 02/2026 → Present
  Osaic Wealth
  Long Beach, CA

Previous Registrations

• 2014-07-01 → 2026-03-04
  Financial Planning Dept., Inc.
  Long Beach, CA
• 2024-02-22 → 2026-03-03
  Commonwealth Financial Network
  Long Beach, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2018-08-01 → 2024-02-26
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
  La Mirada, CA

Other Businesses

1. Fixed insurance sales; as of 02/21/2024; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner of rental property located in San Diego, CA, as of 02/21/2024; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Accounting and Tax Preparation, Financial Planning Department, Inc.; as of 02/21/2024; 75% of time spent during business hours; conducted at branch; Not investment related. 4. INSURANCE POSITION: Agent NATURE: Insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2013 ADDRESS: 301 Isthmus, Long Beach CA 90803, United States DESCRIPTION: I sell all types of insurance. 5. CO OWNER OF RENTAL PROPERTY POSITION: Owner NATURE: Co owner of rental property in San Diego. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2017 ADDRESS: 3430 GRANADA AVE, San Diego CA 92104, United States DESCRIPTION: Co owner of rental property with parents in San Diego. We use an outside property manager for all transactions, including rent collection, and expense maintenance. 6. THE FINANCIAL PLANNING DEPT., INC. POSITION: CPA NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/01/2013 ADDRESS: 301 Isthmus, Long Beach CA 90803, United States DESCRIPTION: Accounting and tax services. 7. THE FINANCIAL PLANNING DEPT., INC. POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2013 ADDRESS: 301 Isthmus, Long Beach CA 90803, United States DESCRIPTION: IAR of the RIA. The Financial Planning Dept is an outside RIA.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-01
• S63 Uniform Securities Agent State Law Examination
  2014-01-16

Other Names

• Amber Nicole Gean