Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Burr has been in the financial services industry since 2000. Emily currently works as an Investment Advisor Representative at Kestra Advisory Services, LLC. Emily previously worked at Westport Resources Investment Services, Inc., NFP Securities, Inc. and TR Paul Inc. Emily Burr is registered with 11 states including Connecticut, Florida, Illinois, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and has one FINRA registration. Emily has a Series 6, Series 66 and SIE license. Emily is licensed in Connecticut. Emily specializes in providing financial planning, pension consulting, and selection of other advisors. Emily works with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
1
2
CT
04/20/2016 - Present
Kestra Advisory Services, LLC (Southbury CT)
TX
03/01/2000 - 09/17/2002
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
BOTH
Issued 03/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Emily Burr is the right advisor for you? Invested Better is here to help.
