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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Lillwitz is a financial advisor registered with Morgan Stanley. Emily has been in the financial services industry since December 2006 and has a combined 53 state licenses. Emily holds the Series 3, 7, 9, 10, 66 licenses and the SIE exam. Emily also has experience with Wells Fargo Advisors, LLC, where she worked from 2006 to 2014. Emily is licensed to provide investment advice and financial planning services to individuals, businesses, corporations, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, state or municipal government entities, and other investment advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IA
03/12/2019 - Present
Morgan Stanley (West Des Moines IA)
IA
12/07/2006 - 10/14/2014
WELLS FARGO ADVISORS, LLC (WEST DES MOINES IA)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 3 - National Commodity Futures Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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