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 Scott is a financial advisor at Core Planning. Emily is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 10 years. Emily has experience working with individuals and families to develop financial plans. Emily has both Series 7 and Series 65 licenses and is registered in the state of Missouri. Emily is also an insurance agent and a beauty consultant for Mary Kay.
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.
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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MO
04/20/2023 - Present
Core Planning (ST. LOUIS MO)
AL
03/22/2021 - 03/30/2021
FIRST COMMAND BROKERAGE SERVICES, INC. (HUNTSVILLE AL)
IA
Issued 10/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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