Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Stroud is a financial advisor with Cambridge Investment Research Advisors, Inc. Emily has been in the financial services industry since 2000. Emily has a Series 7, Series 63, and SIE. Emily has a strong background in financial planning and portfolio management. Emily specializes in working with individuals, high-net-worth individuals, and small businesses. Emily is also an independent insurance agent and author of the book "Faithful Finance." Emily has a passion for helping 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
02/25/2013 - Present
Cambridge Investment Research Advisors, Inc. (FORT WORTH TX)
TX
04/19/2005 - 02/27/2013
SECURITIES AMERICA, INC. (FORT WORTH TX)
FL
08/15/2003 - 05/19/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
02/14/2003 - 06/05/2003
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
NY
11/02/2000 - 03/06/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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