Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Ewing Harris has over 20 years of experience in the financial services industry. Emily is registered with Equitable Advisors, LLC. Emily has been with Equitable Advisors, LLC since 2005. Prior to that, Emily was a registered representative with both Benefitcorp Equities, Inc., and One Orchard Equities, Inc., and she has experience serving high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Emily holds licenses to offer a wide range of financial services and holds the Series 6, 7, 24, 51 and 66 licenses. Emily is also a licensed agent in the states of North Carolina and South Carolina. Emily specializes in financial planning, portfolio management, and investment services.
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
NC
02/09/2009 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
CO
10/21/2002 - 12/20/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
11/07/2001 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 08/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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