Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Plauche Maxwell is a financial advisor with B. Riley Wealth Advisors, Inc. with over 20 years of experience in the financial services industry. Emily has been registered with the state of Mississippi since 2015 and also holds a Texas securities license. Emily's focus is on providing financial planning and investment management services for individuals, businesses, and charitable organizations. She also works with retirement planning and has a strong background in portfolio management for businesses.
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.
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
MS
10/21/2021 - Present
B. Riley Wealth Advisors, Inc. (NATCHEZ MS)
MS
06/24/2015 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NATCHEZ MS)
MS
03/26/2010 - 06/23/2015
JHS CAPITAL ADVISORS, LLC (NATCHEZ, MS)
MS
06/02/2006 - 03/30/2010
GUNNALLEN FINANCIAL, INC (NATCHEZ MS)
MS
10/23/2000 - 06/05/2006
CENTURY SECURITIES ASSOCIATES, INC. (NATCHEZ MS)
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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