Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Eisenhauer Freling is a financial advisor registered with B. Riley Wealth Advisors, Inc. Emily has been in the financial industry since 2014 and has experience working with various firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, USCA Securities, LLC and National Securities Corporation. Emily holds Series 66, Series 7 and SIE licenses. Emily is also a member of the Junior League of Dallas Sustainers Board, Texas Wall Street Women, Ultra High Net Worth Institute, Genesis Womens Shelter Auxiliary Board, 50/50 Women on Boards and Association of Corporate Growth.
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
TX
12/09/2020 - Present
B. Riley Wealth Advisors, Inc. (Dallas TX)
TX
12/07/2020 - 07/22/2022
NATIONAL SECURITIES CORPORATION (DALLAS TX)
TX
10/29/2019 - 12/08/2020
USCA SECURITIES LLC (DALLAS TX)
TX
03/28/2014 - 07/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 06/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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