Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Messerschmitt is a financial advisor registered in Texas. Emily is affiliated with Fisher Investments and is a Registered Investment Advisor. Emily has been working in the financial industry for over 20 years. Emily's previous experience includes working at THE FIG GROUP, LLC and THE (WILSON) WILLIAMS FINANCIAL GROUP. Emily holds several licenses, including Series 4, Series 7, Series 14, Series 24, Series 63 and Series 65. Emily provides services such as portfolio management, financial planning, and portfolio assessment.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/30/2024 - Present
Fisher Investments (PLANO TX)
TX
05/11/2005 - 01/17/2023
THE FIG GROUP, LLC (Dallas TX)
TX
03/06/2002 - 05/06/2005
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
IA
Issued 09/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/18/2003
Series 4 - Registered Options Principal Examination
BC
Issued 03/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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