Unclaimed
Emily Abrantes is a financial professional with over 15 years of experience in the industry. She has held various roles at prominent financial institutions, including Prager & Co., LLC, PFM, Inc., and H2C Securities Inc. Currently, Emily is registered with Fifth Third Securities, Inc. as a Registered Representative. Emily's expertise spans various financial markets, including investment banking, municipal securities, and investment company products. Her commitment to client satisfaction is evident in her diverse range of services, including financial planning, portfolio management, 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.
1
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 09/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 08/04/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/13/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Emily Abrantes is the right advisor for you? Invested Better is here to help.