Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Perry is a financial advisor with over 18 years of experience in the financial services industry. Emily is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with them since September 2023. Prior to that, Emily worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Emily is licensed to provide investment advice and securities in 26 states and has passed the Series 7, 24, 53, and 66 exams.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/07/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ROLLING HILLS ESTATES CA)
CA
02/22/2017 - 09/07/2023
WELLS FARGO CLEARING SERVICES, LLC (ROLLING HILLS ESTATES CA)
CA
10/23/2009 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
12/08/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TORRANCE CA)
BOTH
Issued 11/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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