Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Shira Neumark is an investment advisor representative at Harris | Oakmark. Emily is registered with the state of Iowa and 14 other states. Emily has been in the industry since January 2019 and has worked at Harris Associates L.P., MB Financial Bank, and DePaul University. Emily holds the Series 65 license and is a registered investment advisor. Emily specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
02/02/2024 - Present
Harris | Oakmark (CHICAGO IL)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Emily Neumark is the right advisor for you? Invested Better is here to help.
