Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Grace Coudriet is a financial advisor at Cetera Investment Advisers LLC. Emily has been in the financial services industry since March 2018. She has a wide range of experience in providing financial advice and services to individuals, businesses, and organizations. Emily holds Series 6, 7, 63, and 66 licenses and is registered in the state of Ohio. She is also a member of Cetera Investment Services LLC. Emily is committed to helping her clients achieve their financial goals.
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
OH
08/29/2023 - Present
Cetera Investment Advisers LLC (FAIRLAWN OH)
OH
03/16/2018 - 08/30/2023
KEY INVESTMENT SERVICES LLC (MENTOR OH)
BOTH
Issued 7/7/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/9/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/3/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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