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Emily Nicole Ebel is a wealth advisor at Sequoia Financial Group, LLC. Emily has been in the industry since February 2024 and has experience working with clients at Eide Bailly Advisors, LLC. and UBS Financial Services. Emily holds the Series 65 license and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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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NV
10/07/2024 - Present
Sequoia Financial Group, LLC (Las Vegas NV)
Active
Inactive
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