Unclaimed
Emily Laney is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. located in Isle Of Palms, SC. Emily has been in the securities industry since November 29, 2020. Emily holds a Series 7TO, Series 66 and SIE license. Emily offers financial planning and portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
SC
01/20/2021 - Present
Raymond James Financial Services Advisors, Inc. (Isle Of Palms SC)
BOTH
Issued 01/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Emily Laney is the right advisor for you? Invested Better is here to help.