Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Goodman is a financial advisor who has been in the industry since January 15, 2016. Emily is currently registered with U.s. Bancorp Investments, Inc. in Gresham, Oregon. Emily has her Series 6 and Series 63 licenses as well as the SIE. Prior to joining U.s. Bancorp Investments, Inc., Emily was an advisor with KEY INVESTMENT SERVICES LLC in Portland, Oregon.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
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2
OR
05/26/2022 - Present
U.s. Bancorp Investments, Inc. (Gresham OR)
OR
10/10/2014 - 02/16/2021
KEY INVESTMENT SERVICES LLC (PORTLAND OR)
BC
Issued 11/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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