Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Vila is a financial advisor with Capital Client Group, Inc. Emily has been in the industry since August 4, 2013. Emily has a Series 66 license which covers both securities and investment advisory. Emily also holds a Series 7, Series 24 and SIE license. Emily has been registered with Capital Client Group, Inc. since July 31, 2020 and is currently licensed in California and Indiana. Emily is also licensed as an investment advisor in Indiana. Emily has previously worked at EDWARD JONES. Emily's current office location is 12711 N. MERIDIAN STREET in Carmel, IN 46032.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
07/31/2020 - Present
Capital Client Group, Inc. (CARMEL IN)
TX
01/28/2013 - 09/03/2013
EDWARD JONES (AUSTIN TX)
BOTH
Issued 02/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Emily Vila is the right advisor for you? Invested Better is here to help.
