Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Kestler is a registered representative and investment advisor representative with Osaic Wealth, Inc. Emily is a highly experienced advisor with a focus on financial planning, pension consulting, and portfolio management for both individuals and businesses. Emily's career spans over a decade, and she has held positions at Securities America, Inc. and Centaurus Financial, Inc. before joining Osaic Wealth, Inc. in June 2024. Emily holds a Series 7, Series 24, Series 66 and Series 99TO licenses. Emily has an active registration with FINRA and is licensed in 53 states and territories. Emily is also an OSJ manager for Arbor Point Advisors.
LEESBURG, VA
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
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
VA
07/02/2018 - 06/14/2024
SECURITIES AMERICA, INC. (LEESBURG VA)
VA
04/15/2014 - 06/29/2018
CENTAURUS FINANCIAL, INC. (LEESBURG VA)
BOTH
Issued 10/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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