Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Guglielmo is a financial advisor with William Blair. Emily has been in the industry since October 2017. Emily has been a registered representative in Illinois since May 2019 and is also a registered investment advisor. She has passed the Series 7, Series 9, Series 10 and Series 66 exams. Emily specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Emily also offers portfolio management services for pooled investment vehicles.
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.
Equity research services
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
IL
05/30/2019 - Present
William Blair (CHICAGO IL)
IL
10/16/2017 - 05/28/2019
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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