Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Everett is a registered Investment Advisor Representative with OneDigital Investment Advisors. Emily has been in the industry since 2005 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Emily specializes in financial planning, pension consulting, and portfolio management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
05/17/2024 - Present
Onedigital Investment Advisors (Chicago IL)
IL
03/16/2015 - 05/02/2024
WINTRUST INVESTMENTS LLC (CHICAGO IL)
IL
09/19/2007 - 11/21/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
TX
12/18/2006 - 09/12/2007
WACHOVIA SECURITIES, LLC (ADDISON TX)
TX
02/23/2006 - 11/30/2006
WM FINANCIAL SERVICES, INC. (DALLAS TX)
MN
09/02/2005 - 10/10/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/02/2005 - 10/10/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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