Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Shaye Smith is a financial advisor at Edward Jones. Emily has been in the financial industry since 2018 and has a combined experience of over 10 years in various roles. Emily has been registered with Edward Jones since 2023. In addition to her role at Edward Jones, Emily has also worked at The Mix, Elk City Rodeo Association, Novel Designs, Oklahoma State University, and Oklahoma Youth Expo. Emily is registered to provide investment advice in 20 states, including Alabama, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Kansas, Louisiana, Missouri, New Mexico, New York, North Carolina, Oklahoma, Oregon, South Dakota, Texas, and Washington. Emily has obtained various professional certifications including Series 7, Series 66, and SIE exams. Emily specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Emily is committed to helping clients achieve their financial goals.
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
OK
11/27/2023 - Present
Edward Jones (ELK CITY OK)
BOTH
Issued 11/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/01/2023
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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