Emily KamenCRD Number: 6532996
Current Firm: Mercadien Asset Management, LLC
Emily Kamen (CRD# 6532996) is an Investment Advisor Representative working at Mercadien Asset Management, LLC in Hamilton, NJ and has over 4 years of experience in the finance industry. Emily Kamen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eisneramper Wealth Management & Corporate Benefits, LLC
|Rbc Capital Markets, LLC||New York, NY||Feb 2016 - May 2016||< 1|
|Hofstra University||Hempstead, NY||Jun 2012 - May 2016||3|
|Rbc Wealth Management||Minneapolis, MN||Jun 2015 - Aug 2015||< 1|
|Pennsbury High School||Fairless Hills, PA||Jun 2008 - Jun 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2017|
Total Assets Under Management241MILLIONS
Total Number of Accounts613ACCOUNTS
Average Account Value$393,148
- A percentage of assets under your management
- Hourly charges
- 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
CA, CT, DC, FL, NC, NH, NJ, NY, PA
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