Unclaimed
Earl Byron Emery is a financial advisor with over 30 years of experience in the industry. Earl has been with Cetera Investment Advisers LLC since 2013. Earl also holds Series 6, 62, 63, 22 and 52 securities licenses. He earned the designation of Chartered Financial Consultant. Earl specializes in providing financial planning, investment management, and pension consulting services to individuals, families, and businesses. Earl also has experience in other businesses, including photography, prototyping, and fixed insurance sales. Earl is registered in 17 states to provide 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (TOLEDO OH)
MA
05/18/1989 - 10/21/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 5/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/25/1990
Series 52 - Municipal Securities Representative Examination
BC
Issued 1/8/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 7/27/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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