Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Lapp is a financial advisor with Stifel Independent Advisors, LLC in Lake Oswego, OR. Emily has been in the financial services industry since 2006 and has experience working with individuals, families, and businesses. Emily is a registered representative with FINRA and a registered investment advisor with the state of Oregon. Emily holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE).
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
11/08/2022 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
OR
10/03/2011 - 11/14/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAKE OSWEGO OR)
OR
11/21/2006 - 10/03/2011
D.A. DAVIDSON & CO. (PORTLAND OR)
IA
Issued 12/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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