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Emily Powers is a financial advisor registered with Ameriprise Financial Services, LLC. Emily has been in the financial services industry since 2023. Emily is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC, and is licensed in Arkansas and Texas. Emily has a Series 66, Series 7TO, and SIE license. Emily focuses on providing financial advice to individuals, trusts/estates, insurance companies, charitable organizations, and pension and profit sharing plans. Emily works with clients to develop financial plans, manage portfolios, and provide asset allocation services.
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.
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.
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2
TX
12/13/2024 - Present
Ameriprise Financial Services, LLC (Mont Belvieu TX)
BOTH
Issued 08/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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