linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Emma Lillian Duhamel

World Equity Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Emma? Claim Your Profile

About Emma Lillian Duhamel

Emma Lillian Duhamel is a financial advisor with World Equity Group, Inc. Emma has been in the financial industry for a short time, but has a strong foundation in financial knowledge. Emma is registered with FINRA and holds the Series 7TO, Series 63, and SIE licenses. Emma is registered in Iowa, Minnesota, Montana, Nebraska, North Dakota, and South Dakota. Emma is dedicated to helping clients reach their financial goals.

Firm Information

Emma Duhamel is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Emma Duhamel’s Registration & Firm History

MT

01/02/2024 - Present

World Equity Group, Inc. (Bozeman MT)

CO

07/18/2022 - 12/31/2023

THE LEADERS GROUP, INC. (LITTLETON CO)

Not sure if Emma Lillian Duhamel is right for you?

Licenses & Designations

BC

Issued 08/04/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Emma Lillian Duhamel.
Not sure if Emma Lillian Duhamel is right for you?