Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Rossmell is a registered representative with Lincoln Investment. Emily's areas of expertise include financial planning, selection of other advisers, and portfolio management for both businesses and individuals. Emily has been a registered representative since 2023.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
09/13/2023 - Present
Lincoln Investment (Fort Washington PA)
BC
Issued 09/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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