Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Dunford is a financial advisor with Ballentine Partners, a registered investment advisor. Emily is a Certified Financial Planner™ professional with extensive experience in financial planning. Emily has a background in investment management and specializes in wealth management and retirement planning. Emily is committed to providing personalized financial advice to individuals and families.
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.
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.
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.
Project fees
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2
NH
06/14/2019 - Present
Ballentine Partners (Wolfeboro NH)
MI
10/06/2014 - 06/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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