Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Watson is a financial advisor based in OMAHA, NE and is licensed in Kansas and Missouri. Emily has worked in the financial services industry since 2011. Emily has extensive experience in providing financial planning, pension consulting, and portfolio management for businesses and individuals. She is currently registered with Creative Planning. Emily is dedicated to helping her clients achieve their financial goals and providing them with the best possible service.
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
KS
01/30/2025 - Present
Creative Planning (OVERLAND PARK KS)
KS
02/11/2022 - 01/10/2023
J.P. MORGAN SECURITIES LLC (Fairway KS)
IA
Issued 03/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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