Unclaimed
Emma Kate Strong is a financial advisor with Edward Jones. Emma has been a financial advisor for over 3 years. She holds FINRA Series 66, 7, and SIE licenses. Emma is licensed in 51 states and 2 provinces for Broker Dealer and Investment Advisor licenses. Emma's past work experience includes JP Morgan Securities LLC and Edward Jones. She has worked for Edward Jones in the past, but is currently with the firm in St. Louis, Missouri. She specializes in working with individuals, corporations, partnerships, and other investment businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
08/17/2021 - Present
Edward Jones (ST LOUIS MO)
MI
11/25/2019 - 03/23/2021
J.P. MORGAN SECURITIES LLC (TRAVERSE CITY MI)
MI
03/16/2019 - 09/14/2019
EDWARD JONES (TRAVERSE CITY MI)
BOTH
Issued 04/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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