Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Jameson is a financial advisor at LPL Financial LLC in Kearney, NE. Emily has been in the financial services industry since September 2017. Emily is licensed to provide securities and investment advice in Nebraska. Emily holds the Series 66, Series 7, Series 24 and SIE licenses. Emily is also a Certified Financial Planner. Emily has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans, and high net worth individuals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NE
10/31/2022 - Present
LPL Financial LLC (KEARNEY NE)
NE
09/27/2017 - 10/31/2022
SECURITIES AMERICA, INC. (KEARNEY NE)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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