Unclaimed
Emily Anne Silva is a financial advisor with Fidelity Personal and Workplace Advisors. Emily has been in the financial industry since November 2014. Emily is registered with FINRA and licensed with the state of Texas, as well as several other states. Emily specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Emily is a Certified Financial Planner. In addition to her work as a financial advisor, Emily also works as a Team RLN Brand Ambassador, promoting Team RLN products.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (FORT WORTH TX)
BOTH
Issued 09/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Emily Silva is the right advisor for you? Invested Better is here to help.