Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Wolters is a financial advisor with Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc. Emily has been in the industry since 2014 and has experience in both financial planning and investment advisory services. Emily holds the Series 7TO, SIE, and Series 66 licenses. She is registered in Kansas, Texas, Indiana, Florida, and California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Investment recommendation/consulting 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.
A percentage of the total value of assets under management is charged.
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2
KS
12/22/2022 - Present
Keating Financial Advisory Services (MANHATTAN KS)
BOTH
Issued 01/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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