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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Sorensen is an Investment Advisor Representative at EP Wealth Advisors. Emily has been in the financial services industry since August 2023. Emily earned her Series 65 license in March 2024. Emily has a background in finance and has worked for a number of companies in the past, including Spring Source Wealth Advisors and The Center for Growth and Opportunity at Utah State University. Emily has a strong understanding of the financial markets and is committed to providing her clients with personalized advice.
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.
Retirement plan advisory services & tax preparation services
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.
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CA
03/28/2024 - Present
EP Wealth Advisors (TORRANCE CA)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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