Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Barnes is a Registered Representative of Touchstone Advisors Inc. and has been in the industry since May 2012. Emily is licensed to provide investment advisory services in Ohio and is registered as a broker in 53 states and territories. Emily holds the Series 7, Series 63, Series 65, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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
OH
10/18/2017 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
KY
05/07/2012 - 02/21/2014
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 10/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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