Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Blackwell has been in the financial services industry since 2003. She is currently registered as an Investment Advisor Representative with Commonwealth Financial Network in both Massachusetts and North Carolina. She has a broad range of experience, having worked with firms like Fidelity Brokerage Services LLC, Raymond James Financial Services, Inc., LPL Financial LLC, and Citigroup Global Markets Inc. Emily is well-versed in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. She has a strong track record of success, with experience serving a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
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2
NC
06/01/2023 - Present
Commonwealth Financial Network (LINCOLNTON NC)
FL
09/17/2021 - 04/18/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
NC
07/10/2017 - 01/27/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWTON NC)
CA
03/09/2006 - 05/24/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
NY
02/01/2001 - 08/04/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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