Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emanuel? Claim Your ProfileEmanuel Grad is a financial advisor with LPL Financial LLC, a firm based in Fort Mill, South Carolina. Emanuel has been in the financial industry for over 18 years. Emanuel has a wide range of experience and holds multiple licenses and certifications including Series 63, 65, 66, and 7. Emanuel offers various advisory services including financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Emanuel is registered to offer investment advice in Oregon and Texas. Emanuel's previous employment history includes Ameriprise Financial Services, LLC, and Phillips & Company.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
05/17/2024 - Present
LPL Financial LLC (TUALATIN OR)
OR
09/22/2017 - 05/21/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Tualatin OR)
OR
11/04/2010 - 10/19/2017
LPL FINANCIAL LLC (TUALATIN OR)
OR
12/08/2003 - 04/22/2009
PHILLIPS & COMPANY (PORTLAND OR)
BOTH
Issued 06/11/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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