Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilee? Claim Your ProfileEmilee Marie Derifield is an investment advisor representative at West Financial Advisors, LLC. Emilee has been in the financial industry for over 10 years and is a Certified Financial Planner. Emilee focuses on providing financial planning, portfolio management for individuals, and educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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IA
06/05/2024 - Present
West Financial Advisors, LLC (DES MOINES IA)
Active
Inactive
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