Unclaimed
Emily Reidenouer is a financial advisor with over 11 years of experience in the industry. Emily is registered with Wealth Enhancement Advisory Services, LLC and has a Series 63, Series 65, Series 7, and SIE licenses. Emily has also worked at Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and CETERA ADVISOR NETWORKS LLC. Emily provides financial planning, investment advisory services, and pension consulting services to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
NC
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (Chalotte NC)
NC
11/28/2014 - 12/03/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NC
02/13/2013 - 11/04/2014
RAYMOND JAMES & ASSOCIATES, INC. (CHARLOTTE NC)
NC
03/29/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CHARLOTTE NC)
IA
Issued 07/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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