Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily L. Parker is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 10 years of experience in the financial industry. Emily has held previous positions at Barclays Capital Inc. and Credit Suisse Securities (USA) LLC. Emily specializes in providing investment advice and portfolio management services to a wide range of clients including individuals, businesses, and institutions. Emily is also a board director for the Children's Tumor Foundation, a non-profit organization dedicated to funding research for neurofibromatosis.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
05/18/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
11/24/2017 - 06/01/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/12/2012 - 12/15/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
CT
09/17/2008 - 03/28/2012
CREDIT SUISSE SECURITIES (USA) LLC (GREENWICH CT)
NY
11/08/2004 - 09/24/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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