Unclaimed
Whitney L. Emanuel is a financial advisor with over 10 years of experience in the industry. Whitney has a background in financial planning and portfolio management. Whitney currently works at Usadvisors Wealth Management, LLC, and Van Clemens Wealth Management, LLC.
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.
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
MN
01/31/2019 - Present
Usadvisors Wealth Management, LLC (EDEN PRAIRIE MN)
MN
01/30/2019 - 04/19/2024
SECURITIES AMERICA, INC. (EDEN PRAIRIE MN)
MN
06/23/2014 - 02/01/2019
NYLIFE SECURITIES LLC (EDINA MN)
MN
03/17/2011 - 05/30/2014
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 09/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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