Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Keenan Mills is an investment advisor representative at Eaton Vance Management. Emily is registered with FINRA and is licensed in 52 states. Emily has been in the industry since 2020 and has a Series 66, 7TO, and SIE license. Emily's specializations include financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
Percentage of portfolio income
1
2
MA
11/30/2020 - Present
Eaton Vance Management (BOSTON MA)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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