Unclaimed
Emily Bahr is a registered investment advisor representative with Cetera Investment Advisers LLC. Emily has been in the financial industry since 2004, and is licensed to provide financial services in Washington and Texas. Emily has a strong background in investment advisory services, having worked with Foresters Financial Services and Foresters Advisory Services in Seattle, Washington. Emily specializes in providing financial planning and portfolio management services for both individuals and businesses. Emily is also a registered representative with Cetera Investment Services 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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
06/19/2019 - Present
Cetera Investment Advisers LLC (RENTON WA)
WA
07/26/2004 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)
IA
Issued 02/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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