Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emmarina? Claim Your ProfileEmmarina Laurel Nelson is an experienced financial professional with over a decade of experience in the industry. Emmarina has worked for several firms throughout her career including Umpqua Investments, Inc. and Summit Brokerage Services, Inc. currently Emmarina is registered with United Planners' Financial Services of America a Limited Partner and Oregon Pacific Financial Advisors Inc. Emmarina is a licensed investment advisor representative and securities agent. Emmarina is committed to providing her clients with comprehensive financial planning and investment management services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
07/11/2024 - Present
United Planners' Financial Services OF America A Limited Partner (MEDFORD OR)
OR
11/30/2015 - 05/02/2019
SUMMIT BROKERAGE SERVICES, INC. (PHOENIX OR)
OR
03/19/2012 - 08/10/2015
UMPQUA INVESTMENTS, INC. (MEDFORD OR)
IA
Issued 07/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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