Unclaimed
Emily Diane Barnes is a registered representative with Benjamin F. Edwards & Company, Inc. Emily has been working in the financial industry since 2011. Emily has earned several licenses and certifications including the Series 7TO and the Series 66. Emily is registered in 31 states. Emily has experience working with a variety of clients, including individuals, businesses, charitable organizations, and retirement plans. Emily has a specialization in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Emily is committed to providing her clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
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2
MO
06/02/2023 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
BOTH
Issued 06/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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