Unclaimed
Emina Palislamovic is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in assets under management. Emina has been in the financial services industry since 2011 and has experience working with both individuals and businesses. Emina holds Series 7 and Series 63 licenses, as well as the SIE exam and the Series 65 exam. Emina offers a variety of services, including portfolio management, financial planning, and investment advisory 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
02/11/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PONTE VEDRA BEACH FL)
FL
11/29/2011 - 07/29/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 09/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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