Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Alice Felland is a registered representative with Packerland Brokerage Services, Inc. Emily's professional experience spans the financial services industry, with previous roles at Ameritas Investment Corp. and Woodbury Financial Services, Inc. Emily is registered to offer securities and investment advisory services in Arizona, Florida, Massachusetts, Michigan, Minnesota, Nevada, Oklahoma, and Wisconsin. Emily holds the Series 6, 7, and 63 licenses and the SIE. Emily specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisers. Emily provides portfolio management for individuals and has a strong focus on providing comprehensive financial advice to a diverse client base.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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2
WI
08/05/2014 - Present
Packerland Brokerage Services, Inc. (GREENFIELD WI)
NV
10/08/2008 - 12/31/2009
AMERITAS INVESTMENT CORP. (LAS VEGAS NV)
NV
12/18/2007 - 09/11/2008
WOODBURY FINANCIAL SERVICES, INC. (LAS VEGAS NV)
BC
Issued 09/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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