Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Vallely is a financial advisor with Fruitful. Emily has been in the financial services industry since 2014, and is currently based in Greenwich, CT. Emily has her Series 66, Series 7, Series 7TO, and SIE licenses. Emily has a specialization in Financial Planning and Portfolio Management for Individuals. Emily is a CERTIFIED FINANCIAL PLANNER™.
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.
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.
1
2
CT
07/26/2024 - Present
Fruitful (Greenwich CT)
NY
10/22/2016 - 01/28/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Emily Vallely is the right advisor for you? Invested Better is here to help.
