Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Rose Ogilvie is a financial advisor with Fidelity Personal And Workplace Advisors, located in Jacksonville, Florida. Emily has been in the industry since December 2010 and has experience working with both individuals and businesses. She has a broad range of experience in financial planning, portfolio management, and educational seminars. Emily is also a Registered Representative and Investment Advisor Representative, with current registrations in Florida and Texas.
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
09/21/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
08/05/2010 - 08/12/2013
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
BOTH
Issued 02/28/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Emily Ogilvie is the right advisor for you? Invested Better is here to help.
