Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Donaldson is a financial advisor with Spire Wealth Management, LLC, a firm headquartered in McLean, VA. Emily has been in the financial services industry since September 2018. Previously, Emily was with Private Client Services, LLC in Creve Coeur, MO and Wells Fargo Clearing Services, LLC in St. Louis, MO. Emily holds the Series 7, 63, 66 and Series 24 licenses and is registered with the state of Missouri and Virginia. Emily specializes in providing financial planning, investment management, and retirement planning services to individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
1
2
MO
08/26/2024 - Present
Spire Wealth Management, LLC (Wildwood MO)
MO
08/01/2022 - 08/09/2024
PRIVATE CLIENT SERVICES, LLC (Creve Coeur MO)
MO
05/05/2021 - 03/02/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
01/26/2018 - 12/08/2020
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 05/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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