Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Crowley is a financial professional with over 18 years of experience in the financial services industry. Emily is currently registered with Avantax Investment Services, Inc. Emily holds the Series 6 and Series 63 licenses, and the SIE Exam. Emily has been registered with the state of California since 2005, the state of Maine since 2010, and the state of North Carolina since 2020.
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.
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.
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2
NC
04/20/2005 - Present
Avantax Investment Services, Inc. (Wake Forest NC)
TX
04/16/2004 - 05/02/2005
VERITRUST FINANCIAL, LLC (AUSTIN TX)
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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