Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Renee Wurm is a registered representative with Eagle Strategies LLC, an investment advisory firm that provides financial planning, educational seminars, and portfolio management for individuals and businesses. Emily Renee Wurm is also a registered investment advisor representative in Ohio and Texas. Emily Renee Wurm has been in the financial services industry since May 19, 2022.
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.
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
OH
09/19/2022 - Present
Eagle Strategies LLC (UPPER SANDUSKY OH)
BOTH
Issued 8/4/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 2/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Emily Wurm is the right advisor for you? Invested Better is here to help.
