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Emily Mary West is a registered representative with Goldman Sachs & Co. LLC in the Century City, Los Angeles area. Emily has a strong background in the financial services industry, having worked at Citigroup Global Markets Inc. previously. Emily holds the Series 63, Series 79 and Series 24 licenses, and the SIE designation. Emily provides a range of financial services to her clients, including portfolio management, financial planning, educational seminars and publication of periodicals. Emily is a highly skilled and experienced advisor who is committed to providing her clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
CA
08/20/2014 - Present
Goldman Sachs & Co. LLC (LOS ANGELES CA)
CA
08/17/2011 - 08/07/2014
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 08/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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