Unclaimed
Emily Mosley is a financial advisor with over 10 years of experience in the industry. Emily is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Emily holds the Series 7 and Series 63 licenses. Emily is also a registered Investment Advisor Representative (IAR) in North Carolina and Tennessee. Prior to joining Lincoln Financial Distributors, Inc., Emily worked at PROEQUITIES, INC. in Birmingham, AL and Jackson National Life Distributors LLC in Denver, CO.
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.
1
2
PA
12/06/2018 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
AL
07/06/2017 - 12/13/2018
PROEQUITIES, INC. (BIRMINGHAM AL)
CO
08/02/2012 - 06/30/2017
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 02/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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