Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Lacey Harper is an Investment Advisor Representative at Sage Advisory Services Ltd. Co. Emma has been in the industry since 2018. Emma has a Series 65 license and is registered in Texas. Emma has experience working with a variety of clients, including high net worth individuals, corporations, and pension plans. Emma specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model provision strategies
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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TX
10/05/2018 - Present
Sage Advisory Services Ltd. Co. (AUSTIN TX)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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