Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Paige Soper is a financial professional with over a decade of experience in the financial services industry. Emily has worked for several firms, including OneAmerica Securities, Inc., GF Investment Services, LLC, and Commonwealth Financial Network. Emily is currently registered with Packerland Brokerage Services, Inc. and holds Series 6, 7, 63, and 65 licenses. Emily is a dedicated and experienced financial advisor committed to providing comprehensive financial planning services to individuals, families, and businesses. Emily is committed to understanding the individual needs of each client and developing customized financial solutions.
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.
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.
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2
WI
11/21/2023 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
FL
03/07/2019 - 12/07/2023
ONEAMERICA SECURITIES, INC. (Port Charlotte FL)
GA
01/13/2016 - 06/08/2018
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
CT
04/29/2013 - 04/20/2015
COMMONWEALTH FINANCIAL NETWORK (FARMINGTON CT)
CT
12/10/2012 - 04/30/2013
ING FINANCIAL PARTNERS, INC. (FARMINGTON CT)
CT
01/03/2011 - 11/21/2012
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
11/12/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BC
Issued 05/14/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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