Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily McGrath is an investment advisor currently working at Pimco Investments Llc. Emily has been in the industry since August 3, 2010 and is licensed to provide investment advice in six states including Texas, California, Colorado, Florida, New Mexico and New York. Emily McGrath has a Series 6, 7 and 63 license, and has also passed the SIE and Series 65 exams.
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.
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.
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2
TX
06/08/2021 - Present
Pimco Investments LLC (Austin TX)
MA
08/04/2010 - 06/08/2021
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 11/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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