Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Oldham is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Macon, GA. Emily has been in the industry since 2002, and has extensive experience in the financial services industry. Emily has a Series 7 and Series 63 license, and has been registered with the state of Georgia since 2002. Prior to joining Merrill Lynch, Emily has held positions at RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., and CITIGROUP GLOBAL MARKETS INC.. Emily is committed to providing her clients with personalized financial advice and guidance, and is dedicated to helping them achieve their financial goals.
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
GA
03/24/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MACON GA)
GA
02/13/2013 - 04/06/2023
RAYMOND JAMES & ASSOCIATES, INC. (MACON GA)
GA
09/26/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MACON GA)
GA
10/11/2002 - 10/11/2007
CITIGROUP GLOBAL MARKETS INC. (MACON GA)
BC
Issued 11/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
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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