Unclaimed
Emily Conte is a registered representative with Cohen & Steers Securities, LLC. Emily has been in the securities industry since March 4, 2008. Previously, Emily worked with NYLIFE DISTRIBUTORS LLC, COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Emily has passed the Series 6, 7, 24, 63, and 65 exams and is licensed to sell securities in 53 states.
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.
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.
1
2
MA
06/15/2011 - Present
Cohen & Steers Securities, LLC (Concord MA)
NY
09/13/2010 - 05/13/2011
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
07/11/2008 - 08/10/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (NEW YORK NY)
NY
12/17/2007 - 06/26/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
IA
Issued 12/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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