Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivy? Claim Your ProfileIvy Emerick is a financial advisor at Harvest Investment Services, LLC. Ivy has been in the financial services industry since 1984. Ivy has a broad range of experience in the financial services industry, having worked at several firms including MULTI-FINANCIAL SECURITIES CORPORATION, IFG NETWORK SECURITIES, INC., COMPREHENSIVE FINANCIAL SERVICES, INC., KHAN, EDWARDS & COMPANY, and INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION. Ivy is a Certified Financial Planner and holds the Series 6, 7, and 63 licenses. Ivy's current registration is with the state of Indiana. Ivy's firm specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ivy's firm has a strong focus on providing financial advice to high-net-worth individuals, with over 93 high-net-worth clients and over $140,778,962 in assets under management. Ivy's firm also provides financial advice to individuals other than high-net-worth individuals, with over 1,102 clients and over $140,882,290 in assets under management. Ivy is committed to providing her clients with personalized financial advice to help them reach their financial goals.
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.
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.
1
2
IN
06/30/2023 - Present
Harvest Investment Services, LLC (Westfield IN)
CO
01/01/2004 - 12/31/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
01/01/1996 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
02/04/1994 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
NY
09/19/1990 - 02/08/1994
KHAN, EDWARDS & COMPANY (NEW YORK NY)
FL
11/05/1984 - 09/04/1990
INTERNATIONAL FINANCIAL SERVICES CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ivy Emerick is the right advisor for you? Invested Better is here to help.
