Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Beryl Shields is a financial advisor registered with Truist Securities, Inc., a firm that focuses on providing a wide range of financial services to individuals and institutions. Emily has been a registered professional in the financial services industry for over 17 years. Emily is licensed to offer securities products and services in all 50 states, Washington D.C., and Puerto Rico. Emily holds licenses Series 7, Series 24, Series 63, Series 79TO, and the SIE. Emily is committed to providing clients with comprehensive financial planning, investment management, and other financial services.
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.
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2
GA
07/21/2005 - Present
Truist Securities, Inc. (ATLANTA GA)
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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