Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Duerfeldt is a financial advisor with Fisher Investments. Emily has been in the industry since 2006. Emily has passed the Series 7 and Series 66 exams and has experience with various investment options. Emily has also worked with UBS Financial Services Inc. Emily's office is located in Plano, Texas.
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.
1
2
TX
08/24/2023 - Present
Fisher Investments (PLANO TX)
OR
10/20/2006 - 06/26/2008
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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