Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily N Lee is a financial advisor with Cambridge Investment Research Advisors, Inc. in Bristol, TN. Emily has been in the financial industry since 2013. Emily is licensed to offer securities and investment advice in Tennessee and Virginia. She offers a range of services, including financial planning, portfolio management, and retirement planning. Emily holds the Series 63, Series 66, Series 7, and SIE licenses. She is also a Certified Financial Planner. Emily is committed to providing her clients with personalized financial advice to help them achieve their goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
01/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Bristol TN)
TN
06/05/2019 - 12/14/2021
CETERA ADVISOR NETWORKS LLC (JOHNSON CITY TN)
TN
11/27/2013 - 04/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRISTOL TN)
BC
Issued 04/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Emily Lee is the right advisor for you? Invested Better is here to help.
