Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Roster is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC. Emily is licensed in New Hampshire and has been in the financial services industry since 2003. Previously, Emily was employed with M.P. Losapio & Company, LLC. In addition to Emily's work with Integrated Wealth Concepts, Emily is also a Partner at OnPoint Tax and Consulting Services, PLLC. Emily has expertise in working with High Net Worth Individuals, Pensions and Profit Sharing Plans, Corporations and other Businesses, Individuals other than High Net Worth Individuals and Charitable Organizations. Emily specializes in portfolio management for individuals and financial planning.
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.
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
NH
08/12/2024 - Present
Integrated Wealth Concepts LLC (STRATHAM NH)
Active
Inactive
Not sure Emily Roster is the right advisor for you? Invested Better is here to help.
