Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Boothroyd is a financial advisor at Merit Financial Advisors, with over 13 years of experience in the financial services industry. Emily has a strong background in providing investment advice and financial planning services to individuals and families. She has a Series 6, 7, 63, and 65 licenses, as well as a SIE certification. Emily is a Certified Financial Planner (CFP) and is committed to helping her 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.
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.
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.
Consulting fees
1
2
GA
11/01/2019 - Present
Merit Financial Advisors (ALPHARETTA GA)
CT
01/11/2016 - 08/16/2024
LPL FINANCIAL LLC (WILTON CT)
BC
Issued 01/14/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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