Unclaimed
Emily Vanhille is a financial advisor with Wells Fargo Clearing Services, LLC. Emily has been in the financial industry since 2009. Emily holds Series 7 and Series 66 licenses and has previously worked at Wells Fargo Advisors, LLC and Stifel, Nicolaus & Company, Incorporated. Emily specializes in providing financial planning, investment consulting services, and portfolio management to individuals, corporations, and institutions.
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.
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.
Investment consulting services to institutional clients
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
IL
02/29/2016 - Present
Wells Fargo Clearing Services, LLC (ROCKFORD IL)
IL
10/25/2012 - 08/10/2015
WELLS FARGO ADVISORS, LLC (ROCKFORD IL)
IL
12/22/2008 - 11/01/2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROCKFORD IL)
BOTH
Issued 04/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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