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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 Lydey is a Certified Financial Planner™ professional and an Investment Advisor Representative with Plante Moran Financial Advisors in SOUTHFIELD, Michigan. Emily has been in the financial services industry since 2015, previously working at Jackson National Life and The Andersons. Emily holds a Series 65 license and specializes in financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
06/22/2021 - Present
Plante Moran Financial Advisors (SOUTHFIELD MI)
IA
Issued 06/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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