Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Fernberger is a financial advisor with over 20 years of experience in the industry. Emily has worked with Raymond James & Associates, Inc. since August 2020, and previously with Citizens Securities, Inc. Emily is registered with the state of Pennsylvania and holds the Series 65, 66, 7 and SIE licenses. Emily has a diverse client base including individuals, corporations, charitable organizations and high net worth individuals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
08/06/2020 - Present
Raymond James & Associates, Inc. (Doylestown PA)
PA
08/01/2007 - 08/06/2020
CITIZENS SECURITIES, INC. (DOYLESTOWN PA)
NJ
01/30/2006 - 06/26/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
CT
03/24/2003 - 02/09/2006
ADVEST, INC. (HARTFORD CT)
NJ
04/17/2002 - 04/02/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/12/2001 - 09/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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