Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Mobley is a financial advisor with over 12 years of experience in the industry. Emily is currently registered with Navy Federal Investment Services, LLC in Vienna, VA and Washington, WA, with a focus on providing financial planning and investment advice to individuals and businesses. Emily has a broad range of experience, including time at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC. Emily holds the Series 6, 7, 24, 63, and 66 licenses, as well as the SIE and Series 99TO licenses, and has expertise in a variety of financial products and services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
VA
07/07/2020 - Present
Navy Federal Investment Services, LLC (Vienna VA)
VA
06/10/2011 - 11/28/2012
SUNTRUST INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
VA
01/16/2008 - 05/05/2010
WELLS FARGO ADVISORS, LLC (VIRGINIA BEACH VA)
BOTH
Issued 01/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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