Unclaimed
Emily Corder is a financial advisor with Transamerica Retirement Advisors, LLC. Emily is a registered representative and investment advisor representative with the firm. Emily has been in the financial services industry since 2013. Emily holds Series 6, 63, and 65 licenses and the SIE designation. Emily specializes in providing financial planning and investment management services to individuals and businesses. Emily also offers educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
IA
12/20/2017 - Present
Transamerica Retirement Advisors, LLC (Marion IA)
IA
05/13/2016 - 11/21/2016
SIGNATOR INVESTORS, INC. (WELLMAN IA)
IA
05/24/2013 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WELLMAN IA)
IA
Issued 10/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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