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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Dailey is a financial advisor with over 23 years of experience in the industry. Emily is currently registered with LPL Financial LLC and has previously held positions at Waddell & Reed, LINSCO/Private Ledger Corp., Allegheny Investments, LTD., and Keystone Brokerage, Inc. Emily is licensed in Florida, Maryland, Pennsylvania, and South Carolina. Emily holds Series 6, 63, and 65 licenses as well as the SIE exam. Emily is also a member of LeTip International Capital City Chapter. Emily provides financial planning services, pension consulting, and educational seminars. Emily also offers portfolio management services to 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.
Consulting and other non-discretionary advisory services
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.
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2
PA
07/21/2021 - Present
LPL Financial LLC (HARRISBURG PA)
PA
10/20/2005 - 07/21/2021
WADDELL & REED (HARRISBURG PA)
SC
10/22/2004 - 10/14/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
06/07/2000 - 09/08/2004
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
05/17/2000 - 05/17/2000
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
PA
07/10/1996 - 05/05/1998
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
IA
Issued 03/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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