Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Cinnamon is an investment advisor representative at Keystone Financial Group, LLC, a firm located in Lexington, Kentucky. Emma has been in the industry since 2017 and has a Series 7TO, Series 66 and SIE license. Previously, Emma worked at Morgan Stanley. Emma has experience working with individuals, corporations and charitable organizations. She specializes in financial planning and portfolio management for 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.
Seminars designed to boost your financial literacy and investment knowledge.
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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KY
09/29/2023 - Present
Keystone Financial Group, LLC (LEXINGTON KY)
KY
11/23/2021 - 10/04/2023
MORGAN STANLEY (Lexington KY)
BOTH
Issued 12/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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