Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emma? Claim Your ProfileEmma Rose Martin-metcalf is an investment advisor representative at LPL Financial LLC in MARQUETTE, MI. Emma Rose Martin-metcalf is registered with FINRA, a self-regulatory organization, as a registered representative, and is registered with the state of Michigan as an investment advisor representative. Emma Rose Martin-metcalf has been in the securities industry for over one year. The firm's main office is located in Fort Mill, SC. LPL Financial LLC has been in business for over 50 years and manages over $50 billion in assets. The firm offers a variety of financial planning and investment management services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
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MI
10/09/2023 - Present
LPL Financial LLC (MARQUETTE MI)
BOTH
Issued 10/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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