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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 Coleman is a financial advisor with Fidelity Personal and Workplace Advisors. Emily has been in the financial services industry since 2014. Emily holds the Series 66, 7, 9, and 10 licenses. Emily provides financial planning, portfolio management, and educational seminars to individuals and businesses. Emily has been registered with Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc in the past. Emily is currently registered with Fidelity Personal and Workplace Advisors and holds registrations in Colorado, Texas, Massachusetts, and Utah.
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.
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.
1
2
CO
03/24/2022 - Present
Fidelity Personal AND Workplace Advisors (BROOMFIELD CO)
TX
08/25/2015 - 01/25/2022
AMERIPRISE FINANCIAL SERVICES, LLC (PLANO TX)
CA
04/29/2014 - 08/19/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 07/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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