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Emily Bowersock Hill is a financial advisor with over 20 years of experience in the industry. Emily is a registered representative and investment advisor representative with Sanctuary Advisors, LLC, a firm with offices in Lawrence, KS and Indianapolis, IN. Emily has also worked with Morgan Stanley & Co. Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Emily has earned her Series 7, Series 31, and Series 66 licenses and also holds the designation of Certified Financial Planner. Emily's specializations include retirement planning, investment management, and financial planning for individuals and businesses.
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.
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.
1
2
KS
07/02/2020 - Present
Sanctuary Advisors, LLC (Lawrence KS)
KS
06/01/2009 - 07/08/2020
MORGAN STANLEY (LAWRENCE KS)
KS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCE KS)
KS
09/27/2002 - 04/02/2007
MORGAN STANLEY DW INC. (LAWRENCE KS)
BOTH
Issued 10/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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