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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 Secord is a financial advisor with Cetera Investment Advisers LLC. Emily is a Certified Financial Planner, with more than 10 years of experience in the financial industry. Emily's clients include individuals, corporations, and charitable organizations. She has a strong background in financial planning and investment management, and is dedicated to providing her clients with personalized financial guidance. Emily is registered with the state of Oregon and Texas, and is a member of FINRA.
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.
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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11/01/2022 - Present
Cetera Investment Advisers LLC (EUGENE OR)
OR
11/15/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EUGENE OR)
OR
12/13/2013 - 12/12/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Eugene OR)
OR
06/29/2011 - 12/16/2013
EDWARD JONES (EUGENE OR)
BOTH
Issued 7/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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