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Mark E. Amberg
Mark E. Amberg, CFP®
Second Vice President - Wealth Management
Financial Advisor
333 John Carlyle Street
Suite 650
Alexandria, VA 22314
tel: 703-739-3696
toll free: 800-336-5405
fax: 703-683-5940
Email Me
Welcome Associations Education Experience Services
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Associations
  • Financial Planning Association
  • National Guard Association of the United States
  • National Guard Association of the District of Columbia
  • Military Officer Association of America
  • Reserve Officer Association
  • Seichou Karate - Black Belt
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER™ Certification, 2001
    CFP Board of Standards
    Denver, CO
  • Series 65 - Investment Advisory Agent, 1995
  • Series 7 - General Securities Representative, 1994
  • Series 63 - Uniform State Exam, 1994
  • Master of Business Administration, 1993
    Florida Institute of Technology
    Melbourne, FL
  • Bachelor of Arts, 1991
    St. Leo College
    Valedictorian
    Summa Cum Laude
    St. Leo, FL
  • Series 31 - Managed Futures & Commodities, 1998
  • Life & Health Insurance Licenses
Business Experience
  • 1995 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    Alexandria, VA
  • 1994 - Present: District of Columbia
    Air National Guard
    Maintenance Officer
  • 1993 - 1995: Information Spectrum, Inc.
    Analyst - International Space Station Alpha
    Johnson Space Center
    Houston, TX
  • 1986 - 1993: U.S. Air Force
    Various Logistical Roles
    MacDill AFB, FL
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Retirement Planning
  • Wealth Management
  • Professional Portfolio Management
  • Education Planning
  • Exchange Traded Funds
  • Institutional Services
  • Corporate Retirement Plans
  • 401k Rollovers
  • Socially Responsible Investing
Bulletin Board
  • Before you buy another CD, talk with us about our wide selection of CDs with competitive yields, and make a more informed investment.
  • For the latest Global Investment Committee meeting report, please click on the Special Reports link on the left and choose Global Investment Committee: Summary of Monthly Committee Meeting.
Mark E. Amberg is licensed in the following state(s): AL, AR, CA, CO, CT, DC, FL, GA, HI, MD, MI, MN, MS, NC, NE, NJ, NY, PA, SC, TX, VA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Monday Morning Musings (pdf)

Insights: Geopolitical Monthly (pdf)

On the Markets (pdf)
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