Unclaimed
Emily Mascio is a financial advisor with Founders Financial Securities LLC, a firm with over $1 billion in assets under management. Emily has been in the financial services industry since 2012 and holds the Series 6, 7, and 63 licenses as well as the SIE exam. She is also a Certified Financial Planner. Emily specializes in providing financial planning, portfolio management, and insurance sales services to individuals, families, and businesses. Emily's experience and credentials enable her to provide comprehensive financial guidance tailored to your specific needs and goals.
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.
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
MD
01/03/2018 - Present
Founders Financial Securities LLC (FINKSBURG MD)
MD
09/14/2012 - 02/15/2013
NYLIFE SECURITIES LLC (TIMONIUM MD)
BC
Issued 12/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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