Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Lynn Cashman is a financial advisor associated with Ballentine Partners, and is currently registered with the state of Florida, Massachusetts, and New Hampshire. Emily has been with Ballentine Partners since November 2018. Emily also serves as a Director on the Board of the Barbara Lee Family Foundation. Emily's firm provides financial planning and portfolio management services for individuals, pooled investment vehicles, and charitable organizations. They are also qualified to provide advisory services to high-net-worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Project fees
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MA
07/17/2019 - Present
Ballentine Partners (Waltham MA)
IA
Issued 02/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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