Emily Freund (CRD# 6344699) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rochester, NY and has over 6 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Cambridge, MA | Oct 2019 - Current | 4 |
Manning & Napier Investor Services, Inc. | Fairport, NY | Aug 2017 - Oct 2019 | 2 |
Manning & Napier Advisors, LLC | Fairport, NY | Oct 2016 - Oct 2019 | 3 |
Unemployed | Rochester, NY | Jun 2016 - Sep 2016 | < 1 |
Rochester Institute Of Technology | Rochester, NY | Aug 2015 - Jun 2016 | < 1 |
Rochester Institute Of Technology | Rochester, NY | Sep 2011 - May 2016 | 4 |
Division Street, LLC | Rochester, NY | Jun 2014 - Aug 2014 | < 1 |
Village Bakery And Cafe | Pittsford, NY | Jul 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2017 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
- NY
- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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