Hello, My name is
Emily Rose
Capehart
I am a Licensed Investment Consultant with over 16 Years of Experience. I create and manage high performance investment portfolios for a number of clients & firms.
My Creative Solutions
Emily Rose Capehart
Emily Rose Capehart
About Me
Licensed Financial
Consultant
I Provide Premium Financial Services
I work extensively with individual investors & businesses through periods of expansion. I help my clients rapidly accumulate profit within a specified trading period, utilizing advanced multi-market trading strategies.
Success Rate.
Success Rate.
Success Rate.
2k+
Successful Portfolios Handled
1.25k+
Satisfied Clients
56
State Licenses
16+
Years of Experience
Professional
Work Experience
Emily Rose Capehart
E*TRADE CAPITAL MANAGEMENT, LLC (CRD# 42159)
2016 - 2023 (7 years)
E*TRADE SECURITIES LLC (CRD# 29106)
2013 - 2023 (9 years)
NEUBERGER BERMAN LLC (CRD# 2908)
2010 - 2012 (2 years)
FIDELITY BROKERAGE SERVICES LLC (CRD# 7784)
2006 - 2010 (3 years)
My
Professional
Examinations
June 29, 2016
Series 66 - Uniform Combined State Law Examination
State Securities Law
State Securities Law
October 1, 2018
SIE - Securities Industry Essentials Examination
General Industry/Products Exam
General Industry/Products Exam
June 29, 2016
General Industry/Products Exam
General Industry/Products Exam
General Industry/Products Exam
My Vision:
let's discuss your financial goals.
Innovative Financial Solutions
Expert Advice for Your Financial Success
my vision is to provide innovative financial solutions to help individuals and businesses reach their full potential. Our team of seasoned professionals is committed to delivering expert advice and exceptional service to ensure your financial success. Whether you need help with financial coaching, investment planning or wealth management, I am here to help you achieve your goals. Our personalized approach ensures that you receive the attention and care you deserve. Let’s work together to unlock your financial potential.
Clients'
Success Stories
Some reviews from my clients
"Working with Emily has been an absolute game-changer for me and my family. Her strategic insights and dedication to our success have propelled us to new heights. I highly recommend her services."
"Emily's expertise in marketing and branding has transformed our company's image and significantly increased our market presence. Her attention to detail and commitment to excellence are unmatched."
"Emily's professionalism and creativity have been invaluable assets to our team. Her innovative ideas and collaborative approach have helped us achieve our goals faster and more efficiently."
Get in touch
with me!
You can also schedule an introductory call with me through the form.
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