Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Saffa is a financial advisor with Stratos Wealth Partners, Ltd. Emily has been in the financial services industry since 2013 and holds a Series 6, 7, 63, and 65 license. Emily has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Emily is committed to providing her clients with personalized financial advice and helping them 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.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
CA
07/08/2022 - Present
Stratos Wealth Partners, Ltd. (San Diego CA)
CA
11/20/2013 - 11/12/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
IA
Issued 11/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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