Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilie? Claim Your ProfileEmilie Gay is a financial advisor with over 8 years of experience in the industry. Emilie is currently registered with CUSO Financial Services, LP and is licensed to provide investment advice in Arizona, Colorado, Florida, Michigan, Minnesota, Missouri, Texas, and Wisconsin. Previously, Emilie worked at Wells Fargo Clearing Services, LLC and BMO Harris Financial Advisors, Inc. Emilie has a wide range of experience and specializes in providing financial planning, portfolio management, and educational seminars to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
WI
09/01/2020 - Present
Cuso Financial Services, LP (Appleton WI)
WI
12/01/2018 - 08/31/2020
WELLS FARGO CLEARING SERVICES, LLC (APPLETON WI)
WI
03/06/2018 - 09/24/2018
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
WI
11/01/2014 - 03/06/2018
WELLS FARGO CLEARING SERVICES, LLC (APPLETON WI)
IA
Issued 12/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2018
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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