Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Johns is a financial advisor with Paragon Private Wealth Management LLC in Lexington, Kentucky. Emily has over 5 years of experience in the financial industry, previously working at Morgan Stanley. Emily holds the Series 7 and Series 66 licenses, as well as the SIE exam. Paragon Private Wealth Management LLC provides financial planning, portfolio management for individuals, and selection of other advisors. Emily has over 75 high-net-worth individual clients and 78 individuals other than high-net-worth clients.
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.
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.
1
2
KY
04/23/2021 - Present
Paragon Private Wealth Management LLC (LEXINGTON KY)
KY
05/25/2017 - 05/12/2021
MORGAN STANLEY (LEXINGTON KY)
BOTH
Issued 10/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Emily Johns is the right advisor for you? Invested Better is here to help.
