Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Marie Harris is a financial advisor with MWA Financial Services Inc., working from their Tulsa, OK branch office. Emily has been in the industry since July 28, 2000, and is licensed in Oklahoma and Texas. She has a broad range of experience, having previously worked with Locust Street Securities, Inc. and Tri-Bradley Investments. Emily offers a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. She is committed to providing personalized advice to meet her clients' individual needs.
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.
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.
1
2
OK
01/11/2022 - Present
MWA Financial Services Inc. (Tulsa OK)
IA
12/21/2000 - 12/10/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
05/27/1987 - 10/26/1987
TRI-BRADLEY INVESTMENTS
BOTH
Issued 12/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Emily Harris is the right advisor for you? Invested Better is here to help.
