Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Abrantes is a financial advisor who has been active in the industry since 2017. Emily is currently registered with Fifth Third Securities, Inc. and has previously been registered with H2C Securities Inc., Prager & Co., LLC and PFM, Inc. Emily holds multiple licenses and certifications, including Series 6, 50, 52, 54, 63, 79TO and the SIE. Emily focuses on providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
GA
03/29/2024 - Present
Fifth Third Securities, Inc. (ATLANTA GA)
GA
11/23/2021 - 04/01/2024
H2C SECURITIES INC. (ATLANTA GA)
CA
06/11/2018 - 11/15/2021
PRAGER & CO., LLC (SAN FRANCISCO CA)
PA
04/02/2001 - 02/26/2002
PFM, INC. (HARRISBURG PA)
BC
Issued 9/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/3/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 8/4/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 2/13/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 3/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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