Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emanuel? Claim Your ProfileEmanuel Thomason is a financial advisor at Edward Jones. Emanuel has been in the financial industry since 2007. Emanuel holds Series 63, 66, 7 and 24 licenses and the SIE certification. Emanuel has a strong track record of success in helping clients reach their financial goals. Emanuel's primary focus is providing individual and business clients with financial advice and portfolio management services. Emanuel's expertise includes portfolio management, financial planning and pension consulting. Emanuel also provides clients with educational seminars and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
SC
04/10/2024 - Present
Edward Jones (ROCK HILL SC)
SC
11/29/2023 - 04/11/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Fort Mill SC)
NY
08/11/2020 - 09/27/2021
BOFA SECURITIES, INC. (NEW YORK NY)
SC
12/24/2013 - 11/06/2018
LPL FINANCIAL LLC (FORT MILL SC)
GA
03/26/2007 - 05/15/2012
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 02/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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