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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 Elizabeth Endres is a financial advisor at Morgan Stanley. Emily has been in the industry since 2011 and holds Series 6, 7, 63, and 66 securities licenses as well as the SIE exam. Emily is also a Certified Financial Planner. Emily has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Emily is committed to providing her clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/23/2020 - Present
Morgan Stanley (Berwyn PA)
MA
01/13/2016 - 10/17/2017
NGAM DISTRIBUTION, L.P. (BOSTON MA)
PA
06/02/2014 - 01/05/2016
RS FUNDS DISTRIBUTOR LLC (VILLANOVA PA)
NY
03/12/2013 - 06/02/2014
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
PA
08/08/2011 - 03/11/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 10/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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