Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Phillips is an investment advisor representative registered with Sanctuary Advisors, LLC. Emily is based in Columbia, South Carolina and has been in the industry for 6 years. Emily has a Series 7, Series 66, and SIE license. Prior to joining Sanctuary Advisors, LLC, Emily was a financial advisor at Raymond James Financial Services, Inc. and Morgan Stanley. Emily provides financial planning, pension consulting, educational seminars, and portfolio management services to individual and business clients.
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.
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2
SC
01/09/2023 - Present
Sanctuary Advisors, LLC (COLUMBIA SC)
SC
08/24/2022 - 05/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBIA SC)
SC
08/27/2015 - 07/15/2020
MORGAN STANLEY (COLUMBIA SC)
BOTH
Issued 10/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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