Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily West is a financial advisor currently registered with FCI Advisors. Emily has been in the financial industry since 2009. She holds the Series 7 and Series 66 licenses. Emily is also a Certified Financial Planner. Emily's previous employment was at UMB Financial Services, Inc. Emily's experience is in providing financial planning, portfolio management, and asset allocation services. Emily is currently working at FCI Advisors in Overland Park, KS.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation services
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.
1
2
KS
01/22/2013 - Present
FCI Advisors (OVERLAND PARK KS)
MO
02/12/2009 - 03/29/2011
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 04/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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