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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Lesher is a financial advisor with UBS Financial Services Inc., and has been in the industry since October 13, 2018. Emily Lesher is registered to provide investment advice in 22 states and holds the Series 66, SIE, and Series 7 licenses. Emily Lesher also previously worked for WELLS FARGO CLEARING SERVICES, LLC. Emily Lesher has experience working with various client types including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
See schedule d - miscellaneous
1
2
MA
02/16/2023 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
10/10/2018 - 02/09/2023
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
BOTH
Issued 06/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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