James P. Ambrose, Sr. CFP<sup>&reg;</sup> - Financial Advisor

James P. Ambrose, Sr. CFP®

Independent Trustee

Independent Trustee

4720 NE 25th Ave
Fort Lauderdale, FL 33308
(954) 771-7162

General

James Ambrose is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Independent Trustee in Fort Lauderdale, FL and the surrounding communities.

Financial Advisor Experience

1965 to 2003 Morgan Stanley (Vice President/Financial Advisor) 1966-2000 Teacher Securities & Investing adult ed. Broward County Schools. 1966-1986 Financial columnist The Fort Lauderdale Tribune, & Broward Review. 1969 & 1971 NYSE/Ft. Lauderdale News Investment Forum. 1998 & 1999 Money $chool Instructor IAFP & the Sun Sentinel

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Annuities, Asset Allocation, Estate Planning, Investment Management, Retirement, Stocks & Bonds, Sudden Wealth

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