Unclaimed
Emily Nguyen is a financial professional with over 9 years of experience in the industry. Emily is currently registered with Perella Weinberg Partners LP in New York, NY. Emily has held previous positions with Morgan Stanley & Co. LLC in New York, NY, and Perella Weinberg Partners LP in Los Angeles, CA. Emily has passed the Series 63, SIE and Series 79 exams. Emily is registered to conduct business in New York.
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.
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.
1
2
NY
09/19/2022 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
07/07/2021 - 09/16/2022
MORGAN STANLEY & CO. LLC (NEW YORK NY)
CA
04/19/2017 - 06/24/2021
PERELLA WEINBERG PARTNERS LP (Los Angeles CA)
CA
09/03/2013 - 07/09/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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