Unclaimed
Emily Rice is a registered representative with Edward Jones. Emily is a financial advisor who is passionate about helping individuals and families achieve their financial goals. Emily has been in the industry since 2022 and has a deep understanding of the financial markets. Emily holds the Series 7, Series 66, and SIE licenses. Emily is also registered to provide investment advisory services in Colorado, Florida, Kentucky, Maryland, New Jersey, North Carolina, Ohio, and South Carolina. Emily is committed to providing her clients with personalized financial advice and is dedicated to helping them achieve their financial dreams.
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.
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.
See schedule d - miscellaneous
1
2
KY
02/10/2023 - Present
Edward Jones (MT STERLING KY)
BOTH
Issued 02/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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