Unclaimed
Emil Frank Wehrle is a registered investment advisor representative with Newedge Advisors. Emil has been in the financial industry since 1990 and has experience with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, INC. Emil is licensed to provide investment advisory services in 17 states, including California, Colorado, Florida, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Michigan, Missouri, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, and Wisconsin. Emil's specializations include fixed income, mutual funds, variable annuities, stocks, and options.
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.
1
2
LA
06/12/2020 - Present
Newedge Advisors (NEW ORLEANS LA)
IL
01/01/2008 - 06/15/2020
WELLS FARGO CLEARING SERVICES, LLC (ARLINGTON HEIGHTS IL)
IL
08/25/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SKOKIE IL)
NY
08/01/1990 - 08/31/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1991
Series 3 - National Commodity Futures Examination
BC
Issued 07/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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