Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Dunstan is a financial advisor with Fidelity Personal And Workplace Advisors. Emily has been in the financial services industry since July 2005. Emily has a Series 7, Series 6, and Series 63 license. Emily specializes in retirement planning, college savings, and investment management. Emily is registered to conduct business in Virginia and Texas. Emily has previously worked at BB&T Securities, LLC, SunTrust Investment Services, Inc., and Truist Investment Services, Inc.
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.
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2
VA
10/06/2022 - Present
Fidelity Personal AND Workplace Advisors (GLEN ALLEN VA)
VA
10/08/2018 - 06/08/2022
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
01/02/2018 - 09/17/2018
BB&T SECURITIES, LLC (RICHMOND VA)
VA
12/20/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
01/31/2005 - 10/06/2006
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
BOTH
Issued 08/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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