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 Mullane is a financial advisor who has been in the industry since 2014. Emily is registered with Commonwealth Financial Network and has experience in both the brokerage and investment advisory fields. Emily holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Emily is also a Certified Financial Planner. Emily has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, LLC and NYLIFE Securities LLC. Emily specializes in working with individuals, corporations, charitable organizations 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/24/2024 - Present
Commonwealth Financial Network (HYANNIS MA)
MA
03/07/2018 - 05/30/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYANNIS MA)
MA
08/18/2016 - 11/09/2017
MML INVESTORS SERVICES, LLC (HYANNIS MA)
MA
05/29/2014 - 08/12/2016
NYLIFE SECURITIES LLC (HYANNIS MA)
BOTH
Issued 05/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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