Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Nicole Wiser is a registered investment advisor with Corient, a firm based in Miami, Florida. Emily has been working as an investment advisor since 2023. Emily has extensive experience in the financial services industry, having worked in a variety of roles at several companies, including Connell Group, Hyatt Hotels, Thermacell Repellents, Brownson, Rehmus & Foxworth, Inc., and Portola Partners. Emily holds a Series 65 license and is registered in California and New York. Emily provides financial planning, pension consulting, educational seminars, market timing services, and portfolio management services for individuals, businesses, and pooled investment vehicles. Emily specializes in serving insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations, and individuals.
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.
% of assets under advisement
1
2
NY
08/27/2024 - Present
Corient (New York NY)
IA
Issued 10/22/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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