Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Deconcini is a financial advisor with IP Financial Advisory Services LLC. Emily is licensed to provide investment advice in the state of Ohio. She has over 3 years of experience in the financial services industry. Emily holds the Series 63, Series 65, and Series 6TO licenses, as well as the SIE exam. Emily specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services to qualified retirement plans. Emily previously worked at The Huntington Investment Company and LPL Financial LLC.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
03/13/2024 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
OH
11/29/2021 - 04/19/2022
THE HUNTINGTON INVESTMENT COMPANY (NORTH OLMSTED OH)
OH
12/11/2020 - 10/13/2021
LPL FINANCIAL LLC (AVON LAKE OH)
IA
Issued 09/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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