Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emprey? Claim Your ProfileEmprey Shivers is an investment advisor representative with Osaic Wealth, Inc., and has been in the industry since October 2020. Emprey is registered with the state of New Jersey to provide both investment advisory and broker-dealer services. Emprey's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, SagePoint Financial, Inc., FSC Securities Corporation, Woodbury Financial Services, Inc., Securities America, Inc., and Triad Advisors LLC. Emprey has passed the Series 66, Series 7TO, and SIE exams.
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.
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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2
AZ
10/06/2022 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
10/06/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
10/06/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
10/06/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/06/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/06/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NJ
08/03/2020 - 07/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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