Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilie? Claim Your ProfileEmilie Andres is an Investment Advisor Representative at Statheros Financial Solutions, Inc. Emilie holds the Series 65 license and is a Certified Financial Planner. Emilie works with individuals, high-net-worth individuals, and retirement plans. She focuses on financial planning, pension consulting, and portfolio management. Statheros Financial Solutions, Inc. has a total of 1,294 client accounts, including 145 high-net-worth individuals and 68 pension and profit-sharing plans. The firm manages approximately $705 million in assets.
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.
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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CA
01/18/2022 - Present
Statheros Financial Solutions, Inc. (EL DORADO HILLS CA)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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