Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilie? Claim Your ProfileEmilie Colette George is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 18 years of experience in the financial industry. Emilie has held previous positions with Ameriprise Financial Services, Inc. and Franklin/Templeton Distributors, Inc. Her primary office is located in Bloomington, Minnesota. Emilie is registered in the state of Minnesota and holds Series 7, Series 63, and Series 66 licenses. In addition to the Series 7, Series 63, and Series 66 licenses, Emilie also holds a Series SIE. Emilie Colette George specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
12/09/2024 - Present
Raymond James Financial Services Advisors, Inc. (Bloomington MN)
MN
11/02/2015 - 08/28/2018
AMERIPRISE FINANCIAL SERVICES, INC. (EDINA MN)
NA
05/22/1985 - 08/05/1994
FRANKLIN/TEMPLETON DISTRIBUTORS, INC.
BOTH
Issued 11/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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