Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilie? Claim Your ProfileEmilie C. Archambeault is a Certified Financial Planner with over 10 years of experience in the financial services industry. Emilie is currently registered with Ellevest in New York and Texas. Emilie holds a Series 65 license and provides financial planning services to individuals and businesses, including tax and financial consulting. Emilie has previously worked at EA2 Consulting, Jamesbeck Global Partners, Eskella Partners and Ellevest. Emilie is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Financial planning workshops; 1:1 consulting
1
2
NY
11/06/2023 - Present
Ellevest (NEW YORK NY)
IA
Issued 05/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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