Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Heimann is a financial advisor with Stifel, Nicolaus & Company, Inc. Emily is a registered representative with FINRA and a registered investment advisor with the state of Illinois and Texas. Emily's practice focuses on providing financial advice to individuals, families, businesses, and charitable organizations. Emily has been in the financial services industry since 2013 and has experience working with clients in a variety of financial situations. Emily has a Series 66 and Series 7 license. Emily has a strong understanding of the financial markets and can help you develop a financial plan that meets your unique needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/28/2020 - Present
Stifel, Nicolaus & Company, Inc. (O'FALLON IL)
IL
03/08/2013 - 03/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SWANSEA IL)
BOTH
Issued 04/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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