Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Josephine Deegan is a registered representative with Calton & Associates, Inc. Emily is a financial professional with over 20 years of experience in the industry. Emily specializes in providing financial planning, portfolio management, and selection of other advisors to individual and institutional clients. Emily has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/13/2017 - Present
Calton & Associates, Inc. (Houston TX)
TX
09/15/2003 - 11/09/2017
IMS SECURITIES, INC. (HOUSTON TX)
TX
03/31/1998 - 09/15/2003
TRI-STAR FINANCIAL (HOUSTON TX)
BC
Issued 05/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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