Emily HersteinCRD Number: 3082026
Current Firm: Suntrust Investment Services, Inc.
Emily Herstein (CRD# 3082026) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Parkville, MD and has over 18 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Msi Financial Services, Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2014 - Current||2|
|M&t Securities, Inc.||Buffalo, NY||May 2003 - May 2014||11|
|Allfirst Bank||Baltimore, MD||Jun 2000 - May 2014||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2006|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV