Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Y. Omalley is an active financial advisor with over 20 years of experience. Emily has held various positions at different financial institutions, including AXA Advisors, LLC, Dean Witter Reynolds Inc., and Nori, Hennion, Walsh, Inc. Currently, Emily is registered with J.p. Morgan Securities LLC. Emily's expertise includes providing financial planning services to individuals, businesses, and corporations. Emily is well-equipped to help clients achieve their financial goals through portfolio management, investment advice, and retirement planning services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/10/2018 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
01/30/2001 - 03/28/2018
AXA ADVISORS, LLC (JERSEY CITY NJ)
NY
10/21/1999 - 10/25/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
08/14/1999 - 09/16/1999
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 11/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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