Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Jane Bushong is a financial advisor with LPL Financial LLC. Emily has been in the industry since 2009 and has a Series 66 license, as well as a Series 24 and Series 7 license. Emily has worked for several firms in the past, including NPB Financial Group, LLC and Northwestern Mutual Investment Services, LLC. Currently, Emily works out of the Newport Beach, CA office of LPL Financial LLC. Emily is a registered representative and investment advisor in the state of California. Emily is also a notary public and provides various real estate services.
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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2
CA
05/14/2018 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
09/22/2015 - 05/23/2017
LPL FINANCIAL LLC (NEWPORT BEACH CA)
CA
04/11/2011 - 08/24/2015
NPB FINANCIAL GROUP, LLC (Santa Ana CA)
CA
06/06/2007 - 04/13/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
BOTH
Issued 07/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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