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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Regina Haberkern is a financial advisor with over 11 years of experience in the industry. Emily is currently registered with CG Advisory Services and has previously held positions with Geneos Wealth Management, Inc., Girard Securities, Inc., Invest Financial Corporation, Dominion Investor Services, Inc., and Thrivent Investment Management Inc. Emily is also a Certified Financial Planner™ professional. Emily has a proven track record of helping clients achieve their financial goals. Emily specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Emily has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Emily is committed to providing her clients with personalized and comprehensive financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
04/24/2017 - Present
CG Advisory Services (Ann Arbor MI)
MI
10/06/2017 - 04/13/2023
GENEOS WEALTH MANAGEMENT, INC. (ANN ARBOR MI)
MI
04/25/2016 - 04/12/2017
GIRARD SECURITIES, INC. (SOUTHFIELD MI)
MI
10/23/2014 - 04/21/2016
INVEST FINANCIAL CORPORATION (ANN ARBOR MI)
MI
10/16/2012 - 10/10/2014
DOMINION INVESTOR SERVICES, INC. (LANSING MI)
MO
07/25/2011 - 06/05/2012
THRIVENT INVESTMENT MANAGEMENT INC. (SUNRISE BEACH MO)
IA
Issued 01/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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