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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 Windolph is a financial advisor with Cetera Investment Advisers LLC based in Norman, OK. Emily has been in the industry since 1999 and has held previous positions with Investment Centers of America, Financial Network Investment Corporation, CUNA Brokerage Services, Inc. and Arvest Asset Management. Emily holds licenses for both Broker-Dealer and Investment Advisor services. Emily's expertise includes financial planning, pension consulting, educational seminars and portfolio management. Emily is a registered Investment Advisor in Oklahoma and Texas and holds Series 63, 66 and 7 licenses as well as the SIE designation.
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.
1
2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (NORMAN OK)
OK
06/17/2011 - 10/05/2017
INVESTMENT CENTERS OF AMERICA, INC. (MIDWEST CITY OK)
OK
01/20/2010 - 06/16/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (OKLAHOMA CITY OK)
OK
11/22/2006 - 10/06/2009
CUNA BROKERAGE SERVICES, INC. (OKLAHOMA CITY OK)
OK
12/09/1999 - 11/20/2006
ARVEST ASSET MANAGEMENT (EDMOND OK)
BOTH
Issued 12/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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