Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Brudnicki is a financial advisor with Wells Fargo Clearing Services, LLC. Emily has been in the industry since 2010. Her previous employers include RBC Capital Markets, LLC and Oppenheimer & Co. Inc. Emily holds FINRA Series 66, 7 and SIE licenses and is registered in 40 states. Emily provides financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
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2
CA
07/12/2024 - Present
Wells Fargo Clearing Services, LLC (ENCINO CA)
CA
11/25/2013 - 07/25/2024
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
CA
06/21/2011 - 12/04/2013
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
04/24/2007 - 01/02/2008
PHOENIX EQUITY PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 04/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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