Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Dearborn is a financial advisor with over eight years of experience in the financial services industry. Emily has held various roles at several firms, including Foresters Financial Services, First Allied Securities, and Cetera Investment Services. Emily is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor, as an investment advisor representative in California. Emily specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Emily is committed to providing personalized and comprehensive financial solutions that help 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.
Consulting and other non-discretionary advisory services
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.
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CA
06/06/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/21/2019 - 05/20/2022
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
10/21/2019 - 05/20/2022
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
10/21/2019 - 05/20/2022
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
10/21/2019 - 05/20/2022
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
10/21/2019 - 05/20/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
04/09/2014 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 12/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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