Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Freund is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Emily has been in the financial services industry since August 24, 2017. Emily has a Series 6, 7TO, 63, and 66 licenses. Emily is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Hawaii, Illinois, Kansas, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont and Washington. Prior to joining Fidelity Personal and Workplace Advisors, Emily was with Manning & Napier Investor Services, Inc. Emily has an extensive background in financial services, having worked at Rochester Institute of Technology, Manning & Napier Advisors, LLC, and Manning & Napier Investor Services, Inc. Emily is a knowledgeable and experienced investment advisor representative who is committed to providing her clients with the best possible service.
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.
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.
1
2
NY
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
08/22/2017 - 10/28/2019
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
BOTH
Issued 02/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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