Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emil? Claim Your ProfileEmil Ben-david is a financial advisor who has been working in the industry since 2009. Emil currently works for Edelman Financial Engines as a Registered Representative. Emil previously worked for EF LEGACY SECURITIES, LLC, Fidelity Brokerage Services LLC and Chase Investment Services Corp. Emil is registered with the state of New York and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NY
08/06/2021 - Present
Edelman Financial Engines (UNIONDALE NY)
NY
04/26/2017 - 10/31/2018
EF LEGACY SECURITIES, LLC (Uniondale NY)
NY
09/19/2011 - 04/10/2017
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
NY
12/07/2010 - 08/30/2011
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
12/03/2009 - 12/20/2010
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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