Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emilie? Claim Your ProfileEmilie T Nisbet is a financial advisor at LPL Financial LLC. Emilie is licensed in 49 states, and is a registered representative of LPL Financial LLC. Emilie has been in the financial services industry since 2001. Prior to joining LPL Financial LLC, Emilie was with ALLSTATE FINANCIAL SERVICES, LLC, ALFS, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Emilie holds a Series 66, Series 53, Series 24, Series 52TO, SIE and Series 7 licenses. Emilie offers financial planning, consulting, and other non-discretionary advisory services, as well as portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
12/23/2016 - Present
LPL Financial LLC (FORT MILL SC)
NE
04/17/2006 - 12/31/2012
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IL
05/10/2004 - 12/31/2004
ALFS, INC. (NORTHBROOK IL)
MN
08/31/2001 - 06/11/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/2001 - 06/11/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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