Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Willis is a financial professional with Park Avenue Securities LLC. Emily is licensed to offer securities and advisory services in the state of New York. Emily has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Emily has experience with individuals, corporations, and pension and profit sharing plans. Emily is also able to provide financial planning and educational seminars for clients.
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.
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.
1
2
NY
07/03/2021 - Present
Park Avenue Securities LLC (BUFFALO NY)
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Emily Willis is the right advisor for you? Invested Better is here to help.
