Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Elizabeth Logan is a financial advisor at California Capital Management and has been in the industry since 2010. Emily is registered as a Registered Representative and Investment Advisor Representative in the state of California. Emily holds a Series 66 license and is also a Certified Financial Planner. Emily's experience in financial planning allows her to offer services such as portfolio management, financial planning, and pension consulting.
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.
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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CA
10/28/2014 - Present
California Capital Management (BURBANK CA)
CA
12/17/2010 - 11/12/2014
LPL FINANCIAL LLC (NORTH HOLLYWOOD CA)
BOTH
Issued 03/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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