Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Page has been in the financial services industry since December 1997. Emily is currently registered with Morgan Stanley and holds Series 7, Series 63, and Series 65 licenses. Emily has previously been registered with Citigroup Global Markets Inc., Oppenheimer & Co. Inc., CIBC World Markets Corp., and PaineWebber Incorporated. Emily specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. Emily also offers educational seminars and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
02/12/2014 - Present
Morgan Stanley (West Hartford CT)
CT
09/07/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)
NY
01/03/2003 - 08/30/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
09/17/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NJ
12/01/1997 - 09/23/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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