Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Rainna Bullis is a financial professional with over 24 years of experience in the securities industry. Emily currently holds a position with Charles Schwab & Co., Inc. Emily's previous roles include positions with TD Ameritrade, Inc., Pacific American Securities, LLC, National Financial Services LLC, and Fidelity Brokerage Services LLC. Emily is licensed to provide investment advice in 51 states and has a wide range of experience in financial planning, portfolio management, and other investment 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/27/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
CA
09/15/2011 - 12/31/2023
TD AMERITRADE, INC. (SAN CLEMENTE CA)
CA
12/04/2008 - 03/09/2011
PACIFIC AMERICAN SECURITIES, LLC (SAN DIEGO CA)
CA
07/12/2007 - 10/03/2007
NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)
CA
06/30/1998 - 06/01/2007
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
RI
03/19/1998 - 04/13/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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