Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Lalley is a financial advisor associated with Raymond James & Associates, Inc., a firm that manages over $433 billion in assets. Emma Lalley has experience in the industry since February 2021 and is currently registered in 24 states, with offices in Bethesda, MD and Washington, DC. Emma Lalley's professional background includes roles at Steward Partners Investment Solutions, LLC and Raymond James Financial Services, Inc. in McLean, VA.
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.
Please see note in schedule d - miscellaneous
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
MD
04/06/2023 - Present
Raymond James & Associates, Inc. (Bethesda MD)
VA
05/27/2022 - 03/21/2023
STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (McLean VA)
VA
01/21/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (McLean VA)
BOTH
Issued 05/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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