Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilly? Claim Your ProfileLilly Emerson is a financial advisor with over 30 years of experience in the industry. She holds a Series 7, 31, and 63 license as well as a Series 65. Lilly is registered to provide investment advice in several states, including California, Texas, and Louisiana. She works with individuals, businesses, and charitable organizations. Lilly is affiliated with Stratos Wealth Partners, Ltd., an independent investment advisor firm. Her main focus is on providing financial planning and portfolio management services.
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.
Percentage of assets under management with third party managers
1
2
CA
02/17/2012 - Present
Stratos Wealth Partners, Ltd. (LA JOLLA CA)
CA
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
04/03/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN DIEGO CA)
CA
08/06/1993 - 04/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ESCONDIDO CA)
NY
06/18/1992 - 07/23/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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