Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Drake is a financial advisor at Hightower Advisors, LLC. Emily has over 20 years of experience in the financial services industry. She holds Series 7, 24, and 63 licenses. She is a Certified Financial Planner™ professional. Emily Drake previously worked at Wealthtrust Fairport, LLC and Rouston Research Corp. Emily Drake helps clients with a variety of financial planning needs.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
OH
05/13/2019 - Present
Hightower Advisors, LLC (Cleveland OH)
OH
06/07/2000 - 12/06/2005
ROULSTON RESEARCH CORP. (CLEVELAND OH)
OH
03/31/1994 - 02/01/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
07/27/1992 - 07/13/1994
SOCIETY INVESTMENTS, INC.
NA
07/13/1988 - 07/27/1992
AT INVESTMENT SERVICES CORP.
NA
02/23/1988 - 07/13/1988
REFCO SECURITIES, INC.
NA
03/19/1986 - 05/14/1986
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 04/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1989
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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