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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Ann Eichenberg is a registered representative with Morgan Stanley. Emily has been in the financial services industry for over 23 years. She is a licensed advisor in several states including Michigan, Texas, and many others. Previously, Emily worked at J.P. Morgan Securities Inc. and BANC ONE SECURITIES CORPORATION, and The Huntington Investment Company. Emily Ann Eichenberg is a Series 63, 66, 7, 9, 10, and SIE licensed professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
03/19/2012 - Present
Morgan Stanley (Grand Rapids MI)
MI
10/01/2008 - 04/07/2010
J.P. MORGAN SECURITIES INC. (GRAND RAPIDS MI)
MI
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (GRAND RAPIDS MI)
MI
05/28/2003 - 07/01/2006
BANC ONE SECURITIES CORPORATION (GRAND RAPIDS MI)
OH
06/19/2000 - 05/20/2003
HUNTINGTON CAPITAL CORP. (COLUMBUS OH)
OH
03/24/1999 - 06/08/2000
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 09/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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