Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Fingerhut is a financial advisor at Fidelity Personal And Workplace Advisors in Jacksonville, Florida. Emily has been in the financial services industry since 2010 and holds Series 7, Series 63 and Series 65 licenses. Emily has a deep understanding of the financial markets and is committed to providing personalized financial advice to her clients. Emily has worked at several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Distributors, Inc. Emily is registered to provide financial advice in all states of the United States. Emily is a skilled financial advisor who can help you reach your financial goals.
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.
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.
1
2
FL
04/10/2019 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
05/23/2013 - 04/01/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
PA
08/17/2010 - 05/14/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
08/05/2010 - 08/12/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
FL
03/08/2010 - 06/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IA
Issued 12/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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