Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Anne Case is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Arlington, VA. Emily has been working in the financial services industry since June 19, 2013. Emily is a registered representative with FINRA and has a Series 66, Series 7, Series 9, and Series 10 licenses. Emily has experience in providing financial planning, portfolio management, and other financial services to individuals, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
08/14/2015 - Present
Raymond James Financial Services Advisors, Inc. (Arlington VA)
VA
11/15/2007 - 11/02/2009
METLIFE SECURITIES INC. (RICHMOND VA)
BOTH
Issued 08/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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