Unclaimed
Emily Fletcher is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Emily has been in the securities industry for over 20 years. Emily holds multiple securities licenses and has been registered with the firm in Georgia and Texas since 2007. Emily also has an active investment advisor representative license in Georgia and Texas. Emily has been a member of Merrill Lynch since 2006. In addition to her role at Merrill Lynch, Emily is also a General Partner/Managing Member of Brownlow Enterprises LLC. Emily provides financial advice to individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
01/19/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
NY
06/01/1993 - 02/09/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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