Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Kenny Dambrosia is a financial advisor with LPL Financial LLC. Emily has over 8 years of experience in the financial services industry. Emily is licensed to provide investment advice in Connecticut, South Carolina, and Washington. Emily has a Series 7, Series 63, Series 99TO and SIE licenses. Emily has experience in portfolio management for businesses and individuals, as well as financial planning. Emily has worked for several firms, including The Leaders Group, Inc., Raymond James & Associates, Inc., UBS Financial Services Inc., and White, Weld & Co. Securities, LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WA
10/19/2023 - Present
LPL Financial LLC (TACOMA WA)
CO
09/07/2022 - 02/15/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
02/13/2018 - 10/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
MA
01/05/2015 - 02/20/2018
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
04/17/2014 - 06/30/2014
WHITE, WELD & CO. SECURITIES, LLC (BOSTON MA)
BC
Issued 06/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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