Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Barnwell Meyer is an investment advisor representative who has been working in the financial industry since 2006. Emily is registered with Northern Trust Investments, Inc. in Chicago, IL and East Greenwich, RI. Emily has also held previous roles with Race Rock Capital LLC, Foreside Fund Services, LLC, Fidelity Investments Institutional Services Company, Inc., and American Express Financial Advisors Inc. Emily holds Series 63, 65, 66 and 7 licenses.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
1
2
IL
04/26/2016 - Present
Northern Trust Investments, Inc. (CHICAGO IL)
MA
01/07/2016 - 01/29/2016
RACE ROCK CAPITAL LLC (WINCHESTER MA)
ME
06/07/2011 - 03/01/2013
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
RI
05/26/2004 - 05/18/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MN
10/20/2003 - 03/17/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 04/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Emily Meyer is the right advisor for you? Invested Better is here to help.
